HN
HN

Hamilton Neal

25 Years of Experience
Ponte Vedra Beach, FL
Broker

Hamilton Neal is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 25 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
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Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Hamilton is a board member/officer/director for The Florida Theatre and Investing in Kids (INK) since 2016, and the Vice President of Business Networking International since 2018. These activities take a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2016 - Present · 9 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Wells Fargo Advisors
January 2010 - December 2016 · 6 yrs 11 mos
Wells Fargo AdvisorsBroker
January 2010 - December 2016 · 6 yrs 11 mos
Morgan Keegan & Company, INC.Broker
February 2007 - January 2010 · 2 yrs 11 mos
Morgan Keegan & Company, INC.
February 2007 - January 2010 · 2 yrs 11 mos
Amsouth Investment Management Company LLC
February 2004 - February 2007 · 3 yrs
Amsouth Investment Services, INC.Broker
November 2003 - February 2007 · 3 yrs 3 mos
Wachovia Securities, LLC
January 2003 - October 2003 · 9 mos
Wachovia Securities, LLCBroker
December 2002 - October 2003 · 10 mos
UBS Painewebber INC.
May 2000 - December 2002 · 2 yrs 7 mos
UBS Painewebber INC.Broker
May 2000 - December 2002 · 2 yrs 7 mos
State Registrations26 states
ALAZCACODCDEFLGAINKYMDMIMOMSNCNHNMOHOKORPASCTXUTVAWA
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.