Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hamilton is a financial advisor with William Blair, a firm with a strong reputation in the industry. With over five years of experience, James has demonstrated expertise in investment banking, working with a diverse range of clients. James holds a variety of licenses and registrations, including Series 7, Series 24, Series 63, and Series 79. James's experience includes working with SunTrust Robinson Humphrey, Inc., a firm known for its focus on investment banking and financial services. James's focus at William Blair is on providing financial planning and portfolio management services for individuals and businesses, as well as providing equity research services and helping clients with selection of other advisors.
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.
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.
Equity research 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.
A percentage of the total value of assets under management is charged.
1
2
GA
06/16/2020 - Present
William Blair (ATLANTA GA)
GA
03/06/2015 - 04/03/2020
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 05/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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