H & L Equities, LLC

Broker-DealerFINRA MemberEst. 2001
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 limited liability company and has been registered with the SEC since 2001. The firm appears to be individually owned and is recorded in public filings without a specific advisor classification. Available records do not list explicit advisory or business activities. Public disclosures indicate H & L Equities, LLC does not operate as a capital allocator and does not identify as an active ESG investor. The firm is not flagged as a multistate adviser, newly formed adviser, pension consultant, or a related adviser in the data provided. Limited additional information is available about its client base, fee structure, or investment programs.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Lori Mayfield

    Lori Mayfield

    Chief Financial OfficerCRD 4899271

  • Paul Caron

    Paul Caron

    Chief Compliance OfficerCRD 2451071

  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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