Amy Lynn
Hammock

Beacon Pointe Advisors, LLC

CRD#2289653
Investment Advisor
in Houma, LA

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About this Advisor

Amy Lynn Hammock is a financial advisor based in Houma, Louisiana, working with Beacon Pointe Advisors, LLC. Amy has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Rosenthal Advisory Services, Lp (Rosenthal Retirement Planning), Lpl Financial LLC, Beacon Pointe Advisors, LLC, National Planning Corporation, Honor Private Wealth Mgt, LLC, and Purshe Kaplan Sterling Investments. Amy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Amy is part of Beacon Pointe Advisors, LLC, which operates out of Houma, Louisiana. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Houma, LA

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$31,279,960,486

LA Average: $7,578,581,321
Total Number of Employees

500

LA Average: 43
Total Number of Accounts

47,098

LA Average: 3,727
Average Account Size

$664,146

LA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Amy Lynn Hammock Work History

2021 - Present (3 years)

Beacon Pointe Advisors, LLC

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2017 - 2021 (4 years)

Lpl Financial LLC

2016 - 2021 (5 years)

Rosenthal Advisory Services, Lp (Rosenthal Retirement Planning)

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

National Planning Corporation

2015 - 2021 (6 years)

Honor Private Wealth Mgt, LLC

2013 - 2015 (2 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Amy Lynn Hammock 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 Beacon Pointe Advisors, LLC

Trenton Jolly
Los Angeles, CA
Katherine Hickey
Bala Cynwyd, PA
Quinn Schneider
Charlotte, NC
Julie Montgomery
Dallas, TX
Emerald Ward
Dallas, TX
Neil Livingston
Newport Beach, CA
Andrew Rovzar
Newport Beach, CA
Delia Oldak
Summit, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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