Fidelity Private Advisors, | Financial Advisor in Concord ,NC

513 Montgrove Place
Concord, NC 28027
Phone: (704) 795-9180

Investing with a Rhyme and a Reason


About

I have heard so many times I wish I could find an advisor who would look after my account like it is their own. We accomplish this objective by being very thorough and not have a boiler plate approach. In meeting with the client first we establish financial goals and objectives. Secondly we gather data and process and analyze this information. After this analysis we recommend a comprehensive financial plan. Finally we implement this plan and monitor it on a regular basis. What sets me apart from the competition is that we are innovative in our ideas and prudent in our approach..

28 Years of Experience



General Information
Firm Start Year:   1980
No.of Employees:   2-4
Name of Custodial Firm:   Scottrade and TD Ameritrade
States Licensed in:   NC, PA and other states as needed
Number of Years with Current Firm:   28
Work Experience:   I began in the financial services industry in 1980 offering life insurance and annuities. I became liscensed to sell investment securites in 1984 and in 1989 to offer investment advisory services.
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs


Services
Investment Types:   Stocks , Annuities , Insurance , Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Accident , Variable Life , Variable Annuity , Life , Annuity
Non-Financial Organization Memberships:   Knights of Columbus
Scottish Society of the Carolina's


Firm Information
Advisor's Number of Clients:   100


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Flat Fee , Based on Assets
Fee % Based on Assets:   1% to 2%
Hourly Rate:   $125
Additional Details on Charges:   Based on assets under management the fees charged are from 1% to 2%



FAQs

Gregory Hampy

Gregory Hampy

Communities Served

Any State. Minimum asset value is $25000

Office Hours

Mon. 9:00 AM - 4:30 PM
Tue. 9:00 AM - 4:30 PM
Wed. 9:00 AM - 4:30 PM
Thu. 9:00 AM - 4:30 PM
Fri. 9:00 AM - 4:30 PM

Compensation Arrangements

Check Money Order