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Thomas Hamlin Location
Portland, OR, US
Thomas Hamlin Work
1997 -now CEO and Founder @ Somerset Wealth Strategies, LLC
1997 -now Owner @ Somerset Wealth Strategies
1997 -now CEO and Founder @ Somerset Wealth
2014 -2015 non-voting member @ Pre-Funding Group, LLC
1997 -2012 Branch Owner @
1994 -1997 First Vice President @
1990 -1994 Vice President @ Independent Advantage Financial
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.
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