Anna Hamilton is a registered investment advisor, based in Eugene, OR, with 2 years of industry experience.
Location
Eugene, OR
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Regulatory History
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
Anna is a manager at Jones & Roth Financial Advisors LLC, assisting individuals with financial planning, investing advice, and tax compliance, dedicating nearly full-time hours to this role. She is also an agent for Avantax Insurance Entities, selling approved insurance products, but spends minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.