AUMdb

Hampton Financial Services, Inc.

State-registered Insurance-Affiliated CRD 124050 · · WWW.DANIELROTTER.COM
☆ Save with Pro ADV data as of Feb 04, 2015
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Daniel Gordon Rotter Registered representative CFP Jan 2002 (25y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/04/2015 991 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Commissions

Services

  • Financial planning services
  • Educational seminars/workshops
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2015.

View current Form ADV (SEC/IAPD) ↗