H & L Equities, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 113794
- Registered since
- November 7, 2001
Firm profile
FINTRXOverview
H & L Equities, LLC is organized as a limited liability company and appears in public records as an SEC-registered adviser since 2001. Ownership is listed as individual rather than institutional or corporate, and the firm is categorized as "Unclassified" in the source data. The profile indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has provided minimal disclosure about its business lines, client segments, fee schedule, or advisory activities. There is no descriptive information available about its investment preferences, manager allocation priorities, or operating model in the source dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Paul Caron
Chief Compliance OfficerCRD 2451071

Lori Mayfield
Chief Financial OfficerCRD 4899271

Christopher Harrison
Chief Executive OfficerCRD 4981070
Contacts
2 of 2Charles Harrison
OwnerCRD 3071551

Patrick Whelchel
Vice President & General CounselCRD 5389090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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