JH
JH

Joseph Hamilton

10 Years of Experience
Louisville, KY
Broker

Joseph Hamilton is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 10 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

4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
October 2019 - April 2020 · 6 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - April 2020 · 6 mos
J.J.B. Hilliard, W.L. Lyons, LLC
September 2016 - October 2019 · 3 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, LLCBroker
December 2015 - October 2019 · 3 yrs 10 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Hamilton - Financial Advisor | TrueAdvisor