Lawrence Hamilton
Lawrence Hamilton is a CFP-designated registered investment advisor at Trustmont Advisory Group, INC., based in Wilkes-Barre, PA, with 38 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
15 Public Square, Suite 306, Wilkes-Barre, PA, 18701
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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
Lawrence is the Owner and President of Mid America Group Northeast, Inc., where he sells disability and life insurance, as well as fixed annuities, and consults on retirement plans. He is also a Representative and Agent with Trustmont Financial Group, selling mutual funds and stocks, and Vice President of DBA Hamilton Group, dedicating nearly full-time hours to new business acquisition and servicing client accounts.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Northeast Advisers, INC.
Financial Network Investment CorporationBroker
Blue Vase Securities, LLCBroker
Northeast Advisers, INC.
Conseco Securities, INC.Broker
Conseco Financial Services, INC.Broker
Fsc Securities CorporationBroker
Ama Investment Advisers, INC.Broker
Royal Maccabees Securities CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
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.