Robert Nelson Hamilton

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 06/2019
  Voya Financial Advisors
  Honolulu, HI
• 06/2019 → 12/2022
  Ameriprise Financial Services, Inc.
  Kirkland, WA
• 12/2022 → Present
  Lpl Financial Llc
  Sammamish, WA

Previous Registrations

• 2019-06-21 → 2022-12-21
  Ameriprise Financial Services, Llc
  Kirkland, WA
• 2011-01-03 → 2019-06-06
  Voya Financial Advisors, Inc.
  Honolulu, HI
  Redlands, CA
• 2007-01-04 → 2011-01-03
  Voya Financial Partners, Llc
  Honolulu, HI
  Houston, TX
  Honolulu, HI
  Redlands, CA
• 1999-05-11 → 2006-12-31
  Cetera Wealth Services, Llc
  Honolulu, HI

Other Businesses

1) 12/09/2022 - PATRICIA B HAMILTON REVOCABLE TRUST - Act in a Fiduciary Capacity - Trustee - Sammamish, WA 98074 - Investment related - Start date: 05/04/2011. 2) 12/09/2022 - ROBERT N HAMILTON - Act in a Fiduciary Capacity - Co-Trustee - Sammamish, WA 98074 - Investment related - Start date: 05/04/2011. 3) 12/09/2022 - Paul and Deanna Irrevocable family Trust - Act in a Fiduciary Capacity - Trustee - Sammamish, WA 98074 - Investment related - Start date: 09/16/2000.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-07
• S63 Uniform Securities Agent State Law Examination
  1995-05-30

Other Names

• Robert N Hamilton
• Bob Hamilton