Brian Hamlin

Brian Hamlin is a licensed registered (Series 7) representative. He is a Registered Representative with Somerset Securities, Inc. Somerset Securities works with mutual funds, alternative investments, private placements, DST-1031, variable annuities and other securities related business. Brian is also a licensed insurance producer with Somerset Wealth Strategies, LLC, working with fixed annuities, fixed indexed annuities, life insurance and other non-security related products.

Brian holds several securities and insurance licenses including the following:

  • Securities Industry Essentials
  • Series 7 (Securities License)
  • Series 63 (Blue Sky, allows selling securities in states outside of his resident state)
  • Series 65 (Registered Investment Advisor Representative, which allows for selling on a fee-only basis)
  • Life and Health License (allows for the selling of insurance products and annuities)

Brian was able to achieve all of his securities industries licenses at the age of 20 years old. Brian firmly believes that the best financial decision that one can make is the most informed decision. He prides himself on providing all of his clients with the most recent and relevant information. This focus on education and information allows for a meaningful discussion about their retirement planning strategy.

Brian grew up in Lake Oswego, Oregon, and then played baseball for two years at Yakima Valley College in Yakima, Washington. From there, Brian went on to graduate from the University of Oregon in Eugene, Oregon with a major in Business Administration with a concentration in Finance, along with a minor in Economics. Brian was a baseball trainer for numerous years during his playing career, and had his start in sales with Venus Concept, specializing in high-end medical devices.

In his spare time, Brian enjoys cooking, going to the gym, golfing and spending time with his friends and family.