Andrea Marguerite Hamilton

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → Present
  Words Of Gold
  Alameda, CA
• 04/2015 → 08/2020
  First Affirmative Financial Network
  Alameda, CA
• 08/2020 → Present
  Perigon Wealth Management, Llc
  San Francisco, CA

Previous Registrations

• 2015-04-01 → 2020-12-31
  First Affirmative Financial Network Llc
  El Cerrito, CA
• 2013-01-03 → 2015-03-31
  Protected Investors Of America
  San Francisco, CA
  San Francisco, CA
• 2010-11-04 → 2012-12-31
  Lpl Financial Llc
  Alameda, CA
  Lafayette, CA
• 2011-02-04 → 2011-05-11
  Ballou Plum Wealth Advisors Llc
  Lafayette, CA
• 2008-04-23 → 2010-11-08
  Waddell & Reed
  Seattle, WA
  Concord, CA

Other Businesses

1. 11/03/2010: OTHER - WORDS OF GOLD - NOT INVESTMENT RELATED - BUSINESS WRITING, RESEARCH AND EDITORIAL SERVICES ON CONTRACT BASIS. - 0-5HRS/WEEL (NOT DURING TRADING HOURS)

Exams

• S66 Uniform Combined State Law Examination
  2008-04-22

Designations

• Certified Financial Planner