TH
CFP
TH
CFP

Todd Hamilton

30 Years of Experience
Chicago, IL
Broker

Todd Hamilton is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

120 S Riverside Plaza, Suite 700, Chicago, IL, 60606

Get directions

History

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2019 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2008 - November 2019 · 10 yrs 11 mos
Wells Fargo Clearing Services, LLC
December 2008 - November 2019 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1998 - December 2008 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1996 - December 2008 · 12 yrs 11 mos
World Equity Group, INC.Broker
August 1994 - November 1994 · 3 mos
State Registrations24 states
AZCACOCTFLGAILINKYMAMDMNMONCNMNYOHOKPATNTXVAWIWV
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.
Todd Hamilton - Financial Advisor | TrueAdvisor