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 certified financial planner working in Houma, Louisiana who has 2 years of relevant experience. Hammock is currently employed by Beacon Pointe Advisors, LLC. Their career trajectory has included roles at Hammock Retirement Planning, Ameritas Investment Corp, Aviva Usa Corporation, Amy Lynn Hammock, CFP®, Cfs, Dba Hammock Retirement Planning, Morgan Stanley, Morgan Stanley Private Bank, National Association, Lpl Financial LLC, Honor Private Wealth Mgt, LLC, Beacon Pointe Advisors, LLC, National Planning Corporation, Rosenthal Advisory Services, Lp (Rosenthal Retirement Planning) and Purshe Kaplan Sterling Investments. Hammock maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Texas. Beacon Pointe Advisors, LLC is an advisory business based in Newport Beach, CA. It has offices in 26 locations and a total of 420 financial advisors. It administers $23 billion in total assets between its 42,223 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 42,223 customer accounts, 36% are associated with high-net-worth clients who have at least $1 million in assets. Beacon Pointe Advisors, LLC provides a number of services, including 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. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Beacon Pointe Advisors, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

$23,245,734,845

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

420

LA Average: 43
Total Number of Accounts

42,223

LA Average: 3,727
Average Account Size

$550,547

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

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

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 - 2021 (6 years)

Honor Private Wealth Mgt, LLC

2015 - 2017 (2 years)

National Planning Corporation

2013 - 2015 (2 years)

Morgan Stanley

2012 - 2013 (1 year)

Hammock Retirement Planning

2012 - 2013 (1 year)

Amy Lynn Hammock, CFP®, Cfs, Dba Hammock Retirement Planning

2011 - 2013 (2 years)

Ameritas Investment Corp

2011 - 2013 (2 years)

Aviva Usa Corporation

*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 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

Dane Jensen
Draper, UT
Carolyn Smith
Newport Beach, CA
Thomas O'Connor
Newport Beach, CA
Todd Ruble
Scottsdale, AZ
Logan Bolick
Newport Beach, CA
Daniel Mcgilvray
Denver, CO
Jonathan Acosta
Newport Beach, CA
Gregory Taylor
Newport Beach, CA

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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