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Charles Hamilton
36 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6151 advisors
IM Fee
Planning only
Assets Under Management
$344.9B
Fee Structure
- Fees for planning and/or investment consulting services can be structured as an hourly rate or a fixed (flat) dollar fee.
- Hourly fees are generally charged up to $400 per hour.
- Investment consulting services may be assessed as an hourly rate, a fixed (flat) dollar, or a percentage of assets under advisement fee, not to exceed 2.25% of the value of assets.
Hourly Rate:Up to $400/hr
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Location
11911 NE 1st St Ste 312, Bellevue, WA, 98005
Get directionsHistory
Regulatory History
Clean regulatory record
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
June 2025 - Present · 9 mos
Raymond James Financial Services, INC.Broker
June 2025 - Present · 9 mos
Senior Financial Advisors, INC.
June 2025 - Present · 9 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - July 2025 · 2 yrs 1 mo
Cetera Advisor Networks LLC
July 2018 - June 2023 · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2018 - July 2025 · 7 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
March 1996 - July 2017 · 21 yrs 4 mos
John Hancock Funds, INC.Broker
October 1991 - March 1996 · 4 yrs 5 mos
John Hancock Distributors, INC.Broker
October 1991 - March 1996 · 4 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1991 - March 1996 · 4 yrs 5 mos
Metlife - State Street Investment Services, INC.Broker
September 1990 - August 1991 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1987 - May 1990 · 2 yrs 6 mos
State Registrations23 states
AKAZCACOFLGAIDKYMAMIMNMTNDNJNMNYORSDTXUTVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.