Gregory
Hammonds
Avantax Planning Partners, Inc
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About this Advisor
Gregory Hammonds is a financial advisor operating out of Mcdonough, Georgia with 7 years of industry experience. Hammonds currently works for Avantax Planning Partners, Inc. During their career, Hammonds has held roles at Crescent Consulting Group, LLC, Wht Advisory Services, LLC and Whaley, Hammonds, Tomasello, Pc (Cpa Firm). Hammonds holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Avantax Planning Partners, Inc is a financial advisory business operating out of Dubuque, IA. The firm has offices in 89 locations and a total of 239 advisors. It oversees $6 billion in assets across its 11,570 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 123 charitable organizations. Of its 11,570 customer accounts, just 11% belong to high-net-worth investors who have greater than $1 million in investable assets. Avantax Planning Partners, Inc has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on the services provided. However, fee types charged by Avantax Planning Partners, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$5,456,488,469
239
11,570
$471,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Hammonds Work History
Gregory has been registered as a financial advisor for 7 years.*
Wht Advisory Services, LLC
Crescent Consulting Group, LLC
Whaley, Hammonds, Tomasello, Pc (Cpa Firm)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Hammonds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Planning Partners, Inc
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Mount Vernon, IN
Dubuque, IA
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Dubuque, IA
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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