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Concord Financial Advisors
Fidelity Private Advisors, LLC
513 Montgrove Place NW
Concord, NC 28027
(704) 315-2652
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Advisor Profile
Name: Gregory Hampy
Phone Number: (704) 315-2652
Website: Visit Website
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Business Description

I have heard so many times I wish I could find an advisor who would look after my account like it is their own. This is exactly what I do. After meeting with the client, I write a detailed Investment Policy Statement; which clarifies how I will meet my clients objectives and goals.

Secondly I invest their capital according to this plan, incorporating state of the art software! This program shows positions, allocation and total volatility as measured by market Beta. There is a rhyme and reason for investing where I do, not a little bit here and a little bit there approach. I believe a good advisor should have varied experience, for me this did include being a Securities Instructor at the Dearborn/Kaplan Financial Institute, and Insurance and Investment Professor at Central Piedmont Community College, Charlotte, North Carolina.
 

General Information

Gender:    Male
CRD#:    1331017
Years of Experience in Financial Services:    25
 

Education

Academic Background
 
BS, Education - University of Pennsylvania in Edinboro, PA (1987)
 

Services

Investment Types:    International Investments, Stocks Mutual Funds, Bond Mutual Funds, Bonds, Other, Stocks, Annuities, Options, Real Estate, Alternative Investments
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Series 65, Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63
 

Firm Information

Number of Advisors in Office:    100 - 999 employees
Assets Managed by Firm:    Yes
 

Compensation & Fees

Fee % Based on Assets:    1.2
Hourly Rate:    120
Additional Details on Charges:    Based on assets under management I charge 120 basis points. Which is 1.2%.
 
 
 
Prepared By: Gregory Hampy
Most Recent Update: 08/21/2008