Marci Piddington Hansen
Investment adviser representative at Hamilton Point Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
19 yearsFirm in business
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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
10 years in the industry.
- Hamilton Point Investment Advisors, LLCDec 2024 to now
- Asset Insure, Inc.Nov 2020 to Nov 2024
- Founders Wealth Advisors, LLC (founders Financial Alliance, LLC)Sep 2016 to Nov 2024
- LPL Financial, LLCSep 2016 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4543565
- Firm CRD
- 144534