Milton H. Hamer, III CFP<sup>&reg;</sup> - Financial Advisor

Milton H. Hamer, III CFP®

Wealth Planner

Align Wealth Partners

10723 N. Oak Hills Parkway, Building A
Baton Rouge, LA 70810
FINANCIAL ADVISOR'S WEBSITE
(225) 408-0122 CONNECT WITH Milton
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General

Milton Hamer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Align Wealth Partners in Baton Rouge, LA and the surrounding communities.

Financial Advisor Overview

At Align Wealth Partners we believe that your true wealth is your total footprint – finances, family and experiences. We’ll work with you to clear through the challenges that may accompany your wealth and financial responsibilities, to create a clear path to whatever success means to you.

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Financial Advisor Experience

Milton serves his clients through a holistic, detail-oriented pursuit of their financial dreams and desires. He advises individuals, business owners, retirement plans and family trusts. Milton is directly responsible for all aspects of financial planning and investment management for his clients. He is also responsible for the firm’s investment research and due diligence. A graduate of Louisiana State University with a Bachelor of Science in Marketing, Milton has been helping clients work toward their financial goals since 2003. He is a Certified Financial PlannerTM Professional and holds the FINRA Series 7, 31 & 66 Securities Registrations through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: LA
  • Fixed annuities: LA
  • Variable annuities: LA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, GA, LA, MD, MS, OH, SC, TX.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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