Charles Hamilton
Charles Hamilton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11911 NE 1st Street, Suite 312, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles owns Hamilton Financial Services LLC for tax purposes and is an investment advisory representative at Senior Financial Advisors, Inc., dedicating nearly full-time hours to financial planning. Charles also works as an insurance agent selling fixed annuities with various companies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Senior Financial Advisors, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
John Hancock Funds, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Metlife - State Street Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
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