Lawrence E. Hamtil

FORTUNE FINANCIAL ADVISORS

Overland Park, KS 66210

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CRD#: 5000996

Professional summary

Lawrence Edward Hamtil, who also goes by Lawrence Hamtil, is a registered financial advisor currently at FORTUNE FINANCIAL ADVISORS, LLC located in Overland Park, Kansas.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lawrence has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lawrence Hamtil

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.

INSURANCE INDEPENDENT AGENT LIFE, VA, HEALTH LICENSED IN KS & MO APPROX 2 HOURS A MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Hamtil's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 17, 2008 - Present

FORTUNE FINANCIAL ADVISORS, LLC

Office #1: 11600 College Blvd Suite 225, Overland Park, KS 66210

RIA

CRD#: 145799

Overland Park, KS

Past

October 17, 2005 - January 16, 2008

CETERA ADVISORS LLC

RIA

CRD#: 10299

OVERLAND PARK, KS

Past

September 1, 2005 - January 16, 2008

CETERA ADVISORS LLC

CRD#: 10299

OVERLAND PARK, KS

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".

FORTUNE FINANCIAL ADVISORS, LLC

CRD#: 145799 / SEC#: 801-78728

RIA

Registered Investment Advisory firm - (11/14/2013 Approved)

Kansas

Registered Investment Advisory firm - (12/18/2013 Terminated)

Missouri

Registered Investment Advisory firm - (12/18/2013 Terminated)

Texas

Registered Investment Advisory firm - (12/18/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kansas
(12/17/2008)

IAR

Texas
(2/14/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/31/2005

General Securities Representative Examination

Current Firm

FORTUNE FINANCIAL ADVISORS, LLC

CRD#: 145799 / SEC#: 801-78728

RIA

Registered Investment Advisory firm - (11/14/2013 Approved)

Kansas

Registered Investment Advisory firm - (12/18/2013 Terminated)

Missouri

Registered Investment Advisory firm - (12/18/2013 Terminated)

Texas

Registered Investment Advisory firm - (12/18/2013 Terminated)

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Contact information

Main Address

11600 College Blvd Suite 225, Overland Park, KS 66210

Mailing Address

Phone number

(913) 393-0038

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FFA FORM ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 202,370,734

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.

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Lawrence E. Hamtil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Edward Hamtil's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL ADVISORS, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

Primary Firm SEC Registration

FORTUNE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2005

Series 7

Date: 8/31/2005

Current Firm

FORTUNE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTUNE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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