MH
MH

Mitch Hamilton

14 Years of Experience
Lake Tapps, WA
BrokerSells Insurance

Mitch Hamilton is a registered investment advisor, based in Lake Tapps, WA, with 14 years of industry experience.

Location

Lake Tapps, WA

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 →
Other Business ActivitiesSells Insurance

Mitch works as a financial advisor for Weststar Prosperity Partners, dedicating full-time hours to providing financial advice. He also works as an insurance agent selling fixed insurance with various companies, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2023 - Present · 2 yrs 10 mos
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cuso Financial Services, L.P.
March 2016 - August 2023 · 7 yrs 5 mos
Cuso Financial Services, L.P.Broker
March 2016 - August 2023 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - March 2016 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2015 - March 2016 · 3 mos
Edward Jones
April 2012 - December 2015 · 3 yrs 8 mos
Edward JonesBroker
January 2012 - December 2015 · 3 yrs 11 mos
State Registrations11 states
CAMAMDMTNHNVNYORRITXWA
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.