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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gary Hamilton is an investment advisor representative currently registered with Cambridge Investment Research Advisors, Inc. John Gary Hamilton is a financial professional with more than 25 years of experience in the financial services industry. John Gary Hamilton has been registered with the Securities and Exchange Commission (SEC) since 1995. John Gary Hamilton has passed the Series 6, 7 and 66 exams, as well as the SIE exam. John Gary Hamilton is also registered in 25 states. John Gary Hamilton specializes in working with individual clients, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. John Gary Hamilton provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management services to clients. John Gary Hamilton is also the owner of Hamilton Financial Associates Inc. and is an advisory representative of Cambridge Investment Research, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
05/05/2022 - Present
Cambridge Investment Research Advisors, Inc. (Chapel Hill NC)
NC
09/18/2009 - 05/09/2022
AVANTAX INVESTMENT SERVICES, INC. (DURHAM NC)
NC
11/22/2006 - 09/15/2009
MORGAN KEEGAN & COMPANY, INC. (DURHAM NC)
TX
09/26/1995 - 07/15/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MN
01/23/1995 - 08/10/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 12/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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