Unclaimed
James Gordon Hamilton is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. James has been in the financial services industry since 1993 and is a Certified Financial Planner. James has been a registered representative with VOYA Financial Advisors, INC. for more than a decade, and has also previously worked with ING Financial Advisers, LLC and Aetna Life Insurance and Annuity Company. James is currently licensed in 25 states and is active in both broker-dealer and investment advisory capacities.
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.
1
2
MI
12/02/2024 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
01/03/2011 - 08/17/2021
VOYA FINANCIAL ADVISORS, INC. (Grand Rapids MI)
MI
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (GRAND RAPIDS MI)
CT
07/30/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 02/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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