Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Renee Hamilton is a financial advisor at Captrust. Lisa has been in the financial industry since 1999. She is licensed to sell securities in California. Prior to joining Captrust, Lisa was a financial advisor at Wells Fargo Advisors Financial Network, LLC and Financial Network Investment Corporation. Lisa is committed to providing her clients with personalized financial advice and helping them 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/01/2021 - Present
Captrust (Folsom CA)
CA
10/12/2006 - 03/05/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FOLSOM CA)
CA
05/18/2005 - 10/04/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (PLEASANT HILL CA)
NM
07/09/1999 - 12/31/2004
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
BOTH
Issued 07/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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