Robert
Hamill

Benedict Financial Advisors, Inc

CRD#6557170
Investment Advisor
in Atlanta, GA

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About this Advisor

Robert Hamill is a certified financial planner and chartered financial consultant based in Atlanta, Georgia with 2 years of industry experience. Hamill works at Benedict Financial Advisors, Inc. The advisor has gained experience at Everence Financial, Mount Vernon Nazarene University, Proequities, Inc, Everence Trust Company, Ameriprise Financial Services, Inc, Lpl Financial, LLC and Benedict Financial Advisors, Inc. Hamill has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia. Benedict Financial Advisors, Inc is a registered investment business operating out of Atlanta, GA. It has a total of eight advisors. It has $407 million in assets under management across its 748 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm serves four charities and foundations. Of its 748 accounts, 45% are held by high-net-worth investors who have more than $1 million in assets available to invest. Benedict Financial Advisors, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Benedict Financial Advisors, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6000 Lake Forrest Drive Suite 550
Atlanta, GA 30328-5901

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Benedict Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$406,514,127

GA Average: $3,570,121,308
Total Number of Employees

8

GA Average: 58
Total Number of Accounts

748

GA Average: 1,608
Average Account Size

$543,468

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Robert Hamill Work History

Robert has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Benedict Financial Advisors, Inc

2017 - 2021 (4 years)

Ameriprise Financial Services, Inc

2016 - 2017 (1 year)

Everence Trust Company

2015 - 2017 (2 years)

Everence Financial

2015 - 2017 (2 years)

Proequities, Inc

2011 - 2015 (4 years)

Mount Vernon Nazarene University

*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 Robert Hamill 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 Benedict Financial Advisors, Inc

Robert Hamill
Atlanta, GA
Ashley Thompson
Atlanta, GA
Mark Beaver
Atlanta, GA
Travis James
Atlanta, GA
James Senkbeil
Atlanta, GA
Philip Benedict
Atlanta, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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