AdFi
KL

Karl L. Hambrecht

Investment Adviser Representative at FLAGSHIP WEALTH ADVISORS, LLC.

Wakefield, MACRD #844047Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
49 yrs
States Registered
12 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
CaliforniaColoradoConnecticutFloridaIllinoisMaineMassachusettsMississippiNew HampshireNew YorkSouth CarolinaVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/21/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 2/12/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/17/1984
Series 1
Registered Representative Examination
Passed 9/24/1977

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

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

Employment history

Registration history as reported to FINRA, most recent first.

FLAGSHIP WEALTH ADVISORS, LLC.Current
5/11/2026Wakefield, MA
OSAIC WEALTH, INC.Current
8/28/2003West Newbury, MA
HOMANS, MCGRAW, TRULL, VALEO & CO., INC.
8/2/19896/22/1990
ROYAL ALLIANCE ASSOCIATES, INC.
11/19/19891/18/1990Scottsdale, AZ
INTEGRATED RESOURCES EQUITY CORPORATION
3/7/198411/19/1989
SODERBERG & COMPANY
9/27/19785/3/1984
USLIFE EQUITY SALES CORP.
6/14/19833/15/1984
LINSCO CORPORATION
10/5/19772/15/1980

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FLAGSHIP WEALTH ADVISORS, LLC.

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View FLAGSHIP WEALTH ADVISORS, LLC. firm profile
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. Karl L. Hambrecht 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.

Karl L. Hambrecht - Financial Advisor in Wakefield, MA | AdvisorFinder