BH
Brian P. Hamlin
SOMERSET WEALTH MANAGEMENT
Portland, OR 97239
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CRD#: 7643512
BH
Professional summary
Brian Philip Hamlin is a registered financial advisor currently at SOMERSET WEALTH MANAGEMENT, LLC located in Portland, Oregon and SOMERSET SECURITIES, INC. located in Portland, Oregon.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Brian has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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.
1. SOMERSET WEALTH MANAGEMENT - INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. THIS IS AN INVESTMENT ADVICE FEE BASED RIA. POSITION: INVESTMENT ADVISOR/ FEE BASED WEALTH MANAGER. START DATE 02/01/2025. NUMBER OF HOURS - 40 HOURS PER MONTH DURING TRADING HOURS 2. SOMERSET WEALTH STRATEGIES - INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. THIS IS A FIXED ANNUITY SALES AGENCY. POSITION: FINANCIAL PROFESSIONAL. COMPENSATION: COMMISSIONS. DUTIES: FACILITATE SALES OF FIXED ANNUITIES, MAKES REFERRALS TO AE MEDICARE SOLUTIONS. START DATE 10/01/2022. NUMBER OF HOURS - 50 PER MONTH, APPROXIMATELY HALF OUTSIDE OF TRADING HOURS 3. LIONCREST FINANCIAL, LLC -NON- INVESTMENT RELATED, LOCATED AT 4600 S KELLY AVENUE, PORTLAND, OR 97239. ROLE, MANAGING MEMBER. THIS IS A SOLE MEMBER LLC ESTABLISHED TO MAINTAIN CONTRACTUAL RELATIONS WITH SOMERSET WEALTH STRATEGIES. START DATE 01/04/2024. 1 HOUR PER MONTH TO THIS ACTIVITY, OUTSIDE OF TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Philip Hamlin'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
January 29, 2025 - Present
SOMERSET WEALTH MANAGEMENT, LLC
Office #1: 4600 S Kelly Avenue, Portland, OR 97239RIA
CRD#: 170213
Portland, OR
Current
April 16, 2023 - Present
SOMERSET SECURITIES, INC.
Office #1: 4600 S Kelly Ave, Portland, OR 97239BD
CRD#: 2493
Portland, OR
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/22/2024)
RR
Florida(9/10/2024)
RR
Maryland(8/22/2024)
RR
Minnesota(8/22/2024)
RR
Missouri(8/22/2024)
RR
New Jersey(8/22/2024)
RR
New York(8/22/2024)
RR
Oregon(8/26/2024)
IAR
Oregon(1/29/2025)
RR
Pennsylvania(8/22/2024)
RR
South Carolina(8/22/2024)
RR
Texas(9/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SOMERSET WEALTH MANAGEMENT, LLC
SOMERSET WEALTH MANAGEMENT, LLC
CRD#: 170213 / SEC#:
California
Registered Investment Advisory firm - (6/8/2021 Approved)Oregon
Registered Investment Advisory firm - (9/27/2022 Approved)Wyoming
Registered Investment Advisory firm - (3/30/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4600 S Kelly Avenue, Portland, OR 97239
Mailing Address
Phone number
(503) 595-1333
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 12,887,312 |
Red Flags
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