CEO and Founder @ Somerset Wealth (May 1997 - Present)
non-voting member @ Pre-Funding Group, LLC (January 2014 - January 2015)
Branch Owner @ (May 1997 - November 2012)
First Vice President @ (October 1994 - May 1997)
Vice President @ Independent Advantage Financial (December 1990 - October 1994)
Thomas Hamlin Skills
Thomas B. Hamlin is a licensed advisor and branch manager of BC Securities, Inc.
Strategic Planning
Risk Management
Investments
Customer Service
Social Media
Business Strategy
Team Building
Wealth Management
Sales Management
Retirement Planning
Series 7
Fixed Annuities
Insurance
Strategic Financial Planning
Series 63
Securities
Financial Planning
Series 65
Selling
Financial Advisory
Disability Insurance
Variable Annuities
Sales
Training
Management
New Business Development
Finance
Series 6
Registered Investment Advisor
Inc
Business Development
Strategy
Project Management
Thomas Hamlin Summary
Thomas Hamlin, based in Portland, OR, US, is currently a CEO and Founder at Somerset Wealth Strategies, LLC. Thomas Hamlin brings experience from previous roles at Somerset Wealth Strategies, Somerset Wealth, Pre-Funding Group, LLC and Raymond James Financial Services Services. With a robust skill set that includes Thomas B. Hamlin is a licensed advisor and branch manager of BC Securities, Inc., Strategic Planning, Risk Management, Investments, Customer Service and more. Thomas Hamlin has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Thomas Hamlin?
Find contact details for 700 million professionals.