Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence Philip Hamilton

Trustmont Advisory Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence Philip Hamilton

Lawrence Hamilton is a financial advisor registered with the state of Pennsylvania and FINRA. Lawrence Hamilton's primary focus is on offering investment advisory services, financial planning, and pension consulting. Lawrence Hamilton is also a Certified Financial Planner. Lawrence Hamilton is affiliated with Trustmont Advisory Group, Inc., and has been with the firm since April 2006. Lawrence Hamilton has been working in the securities industry since July 1987.

Firm Information

Lawrence Hamilton is currently registered with Trustmont Advisory Group, Inc.. Trustmont Advisory Group, Inc. is a Pennsylvania-based investment advisory firm with over 50 licensed agents. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm manages over $919 million in assets for over 5,000 clients, including high-net-worth individuals and other individuals.
Trustmont Advisory Group, Inc.

SCENIC DRIVE PROFESSIONAL CENTER

GREENSBURG, PA 15601

$919.45M

Assets Under Management

29

Total Clients

54

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Hamilton’s Registration & Firm History

PA

05/05/2006 - Present

Trustmont Advisory Group, Inc. (WILKES-BARRE PA)

PA

10/24/2005 - 04/24/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (WILLIAMSPORT PA)

PA

05/06/2002 - 10/24/2005

BLUE VASE SECURITIES, LLC (WASHINGTON PA)

IN

08/05/1998 - 05/06/2002

CONSECO SECURITIES, INC. (CARMEL IN)

IN

06/26/1996 - 08/05/1998

CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)

GA

04/29/1994 - 06/28/1996

FSC SECURITIES CORPORATION (ATLANTA GA)

IL

09/24/1993 - 05/05/1994

AMA INVESTMENT ADVISERS, INC. (CHICAGO IL)

MI

01/11/1993 - 09/11/1993

ROYAL MACCABEES SECURITIES COMPANY (SOUTHFIELD MI)

NY

07/23/1987 - 12/31/1992

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

07/23/1987 - 12/31/1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Lawrence Philip Hamilton is right for you?

Licenses & Designations

IA

Issued 04/01/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/04/1994

Series 2 - Non-Member General Securities Examination

BC

Issued 07/22/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Philip Hamilton.
Not sure if Lawrence Philip Hamilton is right for you?