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 an individual‑owned limited liability company that has been SEC‑registered since 2001. The firm is listed in FINTRX as "Unclassified," and the available record contains only limited operational detail. It is not identified as a capital allocator, a pension consultant, a related adviser, or a multi‑state adviser, and it is not flagged as an active ESG investor. Public disclosures in the dataset do not include the firm's fee structure, client segments, or detailed advisory activities. FINTRX does not report any client relationships or measurable assets under management for H & L Equities, which indicates either no reportable advisory business in the dataset or that activity is not disclosed in the source records.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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 2
  • CHARLES HARRISON

    OwnerCRD 3071551

  • PATRICK WHELCHEL

    Vice President & General CounselCRD 5389090

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth