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 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
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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