Thomas Ray Hamilton

13 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

Hobart Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

677 clients

Average Client Portfolio

$635K average

Assets Under Management

$429.7M

Fee Structure

Minimum Investment:$250K

Location

7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277

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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.

Employment History

Current Registrations

Hobart Wealth

February 2019 - Present · 7 yrs

Previous Registrations

PNC Investments

May 2017 - August 2018 · 1 yr 3 mos

PNC InvestmentsBroker

May 2017 - August 2018 · 1 yr 3 mos

Scottrade Investment Management

September 2016 - May 2017 · 8 mos

Scottrade, INC.Broker

September 2014 - May 2017 · 2 yrs 8 mos

Allstate Financial Services, LLCBroker

January 2013 - October 2014 · 1 yr 9 mos

Allstate Financial Advisors, LLC

January 2013 - October 2014 · 1 yr 9 mos

Edward Jones

July 2012 - August 2012 · 1 mo

Edward JonesBroker

July 2012 - August 2012 · 1 mo

Edward Jones

July 2012 - July 2012 · 0 mos

Edward JonesBroker

July 2012 - July 2012 · 0 mos

Ameriprise Financial Services, INC.

April 2011 - May 2012 · 1 yr 1 mo

Ameriprise Financial Services, INC.Broker

January 2011 - May 2012 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.