H & L Equities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
113794
Registered since
November 7, 2001

Firm profile

FINTRX

Overview

H & L Equities, LLC is organized as a single-owner limited liability company. The firm’s public profile in the dataset is minimal: it is listed as unclassified and is not identified as a capital allocator, an ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of the firm’s business activities, advisory services, fee structure, or target client base.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Paul Caron

    Paul Caron

    Chief Compliance OfficerCRD 2451071

  • Lori Mayfield

    Lori Mayfield

    Chief Financial OfficerCRD 4899271

  • Christopher Harrison

    Christopher Harrison

    Chief Executive OfficerCRD 4981070

Contacts

2 of 2
  • Charles Harrison

    OwnerCRD 3071551

  • Patrick Whelchel

    Patrick Whelchel

    Vice President & General CounselCRD 5389090

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1175 Peachtree St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth