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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Hamilton is a financial advisor registered with Perigon Wealth Management, LLC. Andrea has been a registered financial advisor since 2008 and is a Certified Financial Planner. Andrea's professional experience includes working with a variety of clients, including individuals, families, businesses, and charitable organizations. She has experience in providing financial planning, investment management, and retirement planning services. Prior to joining Perigon Wealth Management, LLC, Andrea worked at Protected Investors of America, LPL Financial LLC, and Waddell & Reed, Inc. Andrea is committed to providing her clients with personalized financial advice and helping them 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/19/2020 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
CA
01/02/2013 - 03/31/2015
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
CA
11/03/2010 - 12/31/2012
LPL FINANCIAL LLC (ALAMEDA CA)
CA
02/27/2008 - 11/08/2010
WADDELL & REED, INC. (CONCORD CA)
BOTH
Issued 04/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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