Shannon Thomas Wardlaw
Investment adviser representative at Hamilton Point Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hamilton Point Investment Advisors, LLCOct 2021 to now
- HomemakerMar 2020 to Oct 2021
- Stone Wealth ManagementJan 2020 to Mar 2020
- HomemakerMar 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Hamilton Point Investment Advisors, LLC
$1.2BAssets managed
266Clients
7Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3106033
- Firm CRD
- 144534