GH
Gregory W. Hammonds
AVANTAX PLANNING PARTNERS
MCDONOUGH, GA 30253
Some features on this profile are disabled
CRD#: 3175752
GH
Professional summary
Gregory Wayne Hammonds, who also goes by Greg Hammonds, Gregory W Hammonds, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Mcdonough, Georgia.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregory has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Hammonds | Gregory W Hammonds
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.
1) FIRST NATIONAL BANK OF GRIFFIN POSITION: Director NATURE: Board of director member of local bank. As a board member of a local bank, INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2004 ADDRESS: 318 South Hill Street, Griffin GA 30224 DESCRIPTION: Attend monthly meetings to review financial performance and operations. 2) WALTER E JONES JR IRREVOCABLE TRUST POSITION: Trustee NATURE: Life insurance trust. A life insurance trust receives funds from the grantor. The trustee, in turn, uses these funds to pay premiums on a life insurance policy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2023 ADDRESS: 115 Westridge Industrial Blvd, McDonough GA 30253 DESCRIPTION: make annual payments on the policy. 3) WALTER E JONES JR FAMILY TRUST POSITION: Trustee NATURE: This is an insurance trust. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1100 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: Duties are paying annual life insurance premiums. 4) RRH SR. FAMILY TRUST POSITION: Trustee NATURE: This is an inactive trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: Inactive trust 5) WHT ADVISORY SERVICES LLC POSITION: Member NATURE: This is a partnership with CPA firm partners. This entity receives commissions from wealth advisors such as Avantax, insurance commissions and payroll referral fees. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/19/2015 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: bank deposits and write checks. 6) WHALEY HAMMONDS PC POSITION: CEO NATURE: Owner of CPA firm. I direct the day to day operations of the staff of the firm. I review and prepare income tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 12/11/1995 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: I manage the firm and work with clients on a daily basis. 7) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES. POSITION: Insurance agent NATURE: Avantax Insurance entity for selling approved insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/07/2025 ADDRESS: 1200 Keys Ferry Court, McDonough GA 30253 DESCRIPTION: Meet with clients to ascertain need for insurance products and provide suitable options to fit those needs. 8) AVANTAX PLANNING PARTNERS INC. POSITION: Investment Advisor Representative NATURE: Provide financial planning services to clients. APP provides investment and financial planning services and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/07/2025 ADDRESS: 1200 Keys Ferry Court, Suite 200, McDonough GA 30253 DESCRIPTION: Provide financial planning services to clients 9) MCDONOUGH PRESBYTERIAN CHURCH POSITION: Elder NATURE: Elders meet monthly to vote on church policy and to direct the head of staff. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 427 McGarity Road, McDonough GA 30252 DESCRIPTION: Please see the above explanation. I also serve as head of the Personnel Committee and am a member of the Stewardship committee.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Wayne Hammonds'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®
NoneExperience
Current
March 3, 2025 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 1200 Keys Ferry Court, Mcdonough, GA 30253RIA
CRD#: 106237
MCDONOUGH, GA
Past
March 15, 2016 - September 5, 2024
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
McDonough, GA
Past
February 14, 2005 - December 31, 2005
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
MCDONOUGH, GA
Past
February 1, 2005 - December 31, 2005
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
September 2, 1999 - January 12, 2005
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
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".
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)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(3/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AP
AVANTAX PLANNING PARTNERS, INC.
AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES
CRD#: 106237 / SEC#: 801-50939
RIA
Registered Investment Advisory firm - (1/17/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3390 Asbury Road, Dubuque, IA 52002-2801
Mailing Address
Phone number
(563) 582-2855
Established
Firm type
Fiscal year end
# of Employees
254
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
