Allen Hamilton is a ChFC-designated registered investment advisor, based in Bethlehem, PA, with 32 years of industry experience.
Location
1525 Valley Center Pkwy, Suite 120, Bethlehem, PA, 18017
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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
Allen is a co-owner and managing partner at Liberty Square Wealth Partners, dedicating full-time hours to financial planning and asset management. He also provides insurance advice through Fixed Insurance and PKSF, spending minimal time on these activities, and is an equity owner of a golf club and co-owner of multiple LLCs.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Liberty Square Wealth Partners LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Planco Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Nationwide Advisory Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Hartford Equity Sales Company INC.Broker
Federated Securities CORP.Broker
State Registrations39 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.