Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Woodrow Hamilton is a financial advisor with over 40 years of experience in the industry. James is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in 18 states. James has expertise in various financial areas, including financial planning, portfolio management, and pension consulting. He 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
08/04/2022 - Present
Raymond James Financial Services Advisors, Inc. (Atlanta GA)
GA
04/11/2012 - 12/31/2021
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
09/21/1999 - 02/21/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
NY
09/16/1994 - 10/15/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
05/10/1994 - 09/29/1994
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NY
07/31/1993 - 09/29/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
12/07/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/17/1980 - 11/19/1984
ROBINSON-HUMPHREY/AMERICAN EXPRESS INC.
BC
Issued 07/13/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 07/19/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Hamilton is the right advisor for you? Invested Better is here to help.
