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Hamilton Perkins Bouchelle Poynor

Investment Adviser Representative at ARETE WEALTH ADVISORS, LLC

Birmingham, ALCRD #2318633Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
6 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Hamilton Perkins Bouchelle Poynor has worked in the securities industry since 1993. They have passed the Series 66, 63, 24, 7, and 6 examinations. They are registered to provide investment advisory services in Alabama, District of Columbia, Florida, Georgia, South Carolina, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
AlabamaDistrict of ColumbiaFloridaGeorgiaSouth CarolinaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/10/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 4/21/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/2/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/22/1993
Series 24
General Securities Principal Examination
Passed 12/19/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,0003.00%
$250,000 - $749,9992.50%
$750,000 - $1,499,9992.00%
$1,500,000 - $4,999,9991.75%
$5,000,000 and over1.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Arete Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH ADVISORS, LLCCurrent
11/14/2018Birmingham, AL
LPL FINANCIAL LLC
11/30/201611/16/2018Birmingham, AL
RFG ADVISORY GROUP, LLC
8/9/201111/30/2016Vestavia Hills, AL
SECURITIES AMERICA ADVISORS, INC.
4/24/20098/8/2011Birmingham, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
5/1/20084/24/2009Birmingham, AL
EAGLE STRATEGIES LLC
1/8/20045/12/2008Birmingham, AL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hamilton Perkins Bouchelle Poynor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Hamilton Perkins Bouchelle Poynor - Financial Advisor in Birmingham, AL | AdvisorFinder