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 that registered with the SEC in 2001 and is owned by an individual. The firm's public profile is minimal: it is classified as "Unclassified" in the snapshot data and it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source dataset provides no description of the firm's advisory activities, client base, fee structure, investment approach, or any business affiliations. The lack of disclosed operational and investment detail makes it difficult to characterize the firm's positioning or target clientele. There are no statements about product offerings, portfolio construction, use of third-party managers, or specialization in areas such as wealth management, institutional mandates, or family office services.
Assets & Accounts
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
Lori Mayfield
Chief Financial OfficerCRD 4899271

Paul Caron
Chief Compliance OfficerCRD 2451071

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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