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 an SEC-registered investment adviser organized as a limited liability company and registered in 2001. The firm is listed as individually owned and is classified in FINTRX as "Unclassified." The record indicates the adviser is not a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. FINTRX does not provide details on the firm's advisory activities, client types, or fee arrangements.
Assets & Accounts
Investments & Alternatives
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
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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