Unclaimed
Lawrence Hamilton is a financial advisor with over 20 years of experience in the financial services industry. Lawrence currently works at Prosperity - An EisnerAmper Company, where he provides financial planning and portfolio management services to individuals, families, and businesses. Lawrence has a strong background in financial planning, tax and accounting services. Lawrence is a Certified Financial Planner and Personal Financial Specialist. Lawrence has been a registered investment advisor in North Carolina since 2002.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/07/2024 - Present
Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)
NC
10/25/2019 - 08/19/2024
AVANTAX INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
10/17/2002 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (RALEIGH NC)
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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