Heath E. Hampton
BOLDIN ADVISORS
Kathleen, GA
CRD#: 2422500
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Heath Edward HamptonBOLDIN ADVISORS
Professional summary
Heath Edward Hampton, CFP® is a registered financial advisor currently at BOLDIN ADVISORS located in Kathleen, Georgia.
Heath is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Heath has worked at 12 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Heath Edward Hampton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
June 25, 2026 - Present
BOLDIN ADVISORS
RIA
CRD#: 294881
Kathleen, GA
Past
December 12, 2025 - June 15, 2026
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Kathleen, GA
Past
July 13, 2023 - October 31, 2023
NDVR
RIA
CRD#: 310602
Kathleen, GA
Past
November 8, 2021 - June 29, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
KATHLEEN, GA
Past
September 6, 2019 - December 6, 2021
FACET
RIA
CRD#: 285961
Kathleen, GA
Past
June 4, 2009 - November 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MACON, GA
Past
May 29, 2009 - November 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MACON, GA
Past
January 23, 2007 - June 1, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
MACON, GA
Past
January 18, 2007 - June 1, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
MACON, GA
Past
September 13, 2006 - January 18, 2007
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
STOCKBRIDGE, GA
Past
September 6, 2006 - January 18, 2007
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
STOCKBRIDGE, GA
Past
August 22, 2006 - August 29, 2006
FISHER INVESTMENTS
RIA
CRD#: 107342
KATHLEEN, GA
Past
April 21, 2005 - August 7, 2006
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
MACON, GA
Past
July 29, 2002 - December 31, 2004
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
MACON, GA
Past
July 25, 2002 - August 7, 2006
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
MACON, GA
Past
March 26, 1998 - May 3, 1999
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
August 6, 1996 - February 20, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
December 23, 1993 - January 25, 1994
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BOLDIN ADVISORS
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
CRD#: 294881 / SEC#: 801-132987
RIA
Registered Investment Advisory firm - (6/12/2025 Approved)Arizona
Registered Investment Advisory firm - (7/10/2025 Terminated)California
Registered Investment Advisory firm - (8/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/10/2025 Terminated)Florida
Registered Investment Advisory firm - (7/10/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (7/10/2025 Terminated)Minnesota
Registered Investment Advisory firm - (7/10/2025 Terminated)Nebraska
Registered Investment Advisory firm - (7/10/2025 Terminated)New York
Registered Investment Advisory firm - (7/10/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/16/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/10/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/11/2025 Terminated)Texas
Registered Investment Advisory firm - (7/10/2025 Terminated)Vermont
Registered Investment Advisory firm - (7/10/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/12/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/10/2025 Terminated)Wyoming
Registered Investment Advisory firm - (7/10/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/26/2026)
IAR
Texas(6/25/2026)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BA
BOLDIN ADVISORS
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
CRD#: 294881 / SEC#: 801-132987
RIA
Registered Investment Advisory firm - (6/12/2025 Approved)Arizona
Registered Investment Advisory firm - (7/10/2025 Terminated)California
Registered Investment Advisory firm - (8/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/10/2025 Terminated)Florida
Registered Investment Advisory firm - (7/10/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (7/10/2025 Terminated)Minnesota
Registered Investment Advisory firm - (7/10/2025 Terminated)Nebraska
Registered Investment Advisory firm - (7/10/2025 Terminated)New York
Registered Investment Advisory firm - (7/10/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/16/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/10/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/11/2025 Terminated)Texas
Registered Investment Advisory firm - (7/10/2025 Terminated)Vermont
Registered Investment Advisory firm - (7/10/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/12/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/10/2025 Terminated)Wyoming
Registered Investment Advisory firm - (7/10/2025 Terminated)Loading...
Contact information
Main Address
1 Belvedere Place Suite 200, Mill Valley, CA 94941
Mailing Address
Phone number
(415) 462-5665
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (38 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
