Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Hamilton is a financial advisor with LPL Financial LLC. Barry has been in the financial services industry since 2015 and holds licenses in multiple states, including Illinois and Texas. Barry specializes in providing financial planning, portfolio management, and other advisory services to individuals and businesses. Barry is also affiliated with Heartland Bank and Trust Company, providing financial consulting services to clients.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
10/22/2020 - Present
LPL Financial LLC (SYCAMORE IL)
IL
06/19/2015 - 01/04/2019
J.P. MORGAN SECURITIES LLC (ROCKFORD IL)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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