Lisa Hamilton is a registered investment advisor, based in Folsom, CA, with 26 years of industry experience.
Location
1130 Iron Point Road, Suite 100, Folsom, CA, 95630
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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
Capfinancial Securities, LLC.Broker
March 2021 - Present · 5 yrs 2 mos
Captrust
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
October 2006 - March 2021 · 14 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2006 - March 2021 · 14 yrs 5 mos
Financial Network Investment Corporation
August 2006 - October 2006 · 2 mos
Financial Network Investment CorporationBroker
May 2005 - October 2006 · 1 yr 5 mos
Talbot Financial Services, INC.Broker
July 1999 - December 2004 · 5 yrs 5 mos
State Registrations1 state
CA
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.