Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Hamilton is a financial advisor with Robert W. Baird & Co. Inc. He has been in the industry since 1999 and is currently registered in multiple states as both a broker-dealer and an investment advisor representative. Adam has experience providing financial advice to individuals, corporations, and institutions. Adam specializes in portfolio management, financial planning and pension consulting. Adam has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
04/21/2008 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
WA
12/19/2002 - 04/21/2008
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
WA
02/26/1999 - 12/07/2001
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
CA
12/17/1998 - 01/08/1999
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
IA
Issued 03/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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