Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Young Hamilton

Centaurus Financial, Inc.

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

About Michael Young Hamilton

Michael Hamilton is a financial advisor at Centaurus Financial, Inc. Michael has been in the securities industry since September 24, 1992 and is licensed in 11 states. He has a Series 7, Series 63, and Series 65 licenses and has been with Centaurus Financial, Inc. since October 2015. Before Centaurus Financial, Inc., Michael worked at J.P. Turner & Company, L.L.C. in Fort Meyers, Florida. Michael also owns Eagle Tax Group and is the President of Hamilton Wealth Management.

Firm Information

Michael Hamilton is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

Michael Hamilton’s Registration & Firm History

CA

02/09/2021 - Present

Centaurus Financial, Inc. (ANAHEIM CA)

FL

03/29/2010 - 10/30/2015

J.P. TURNER & COMPANY, L.L.C. (FORT MEYERS FL)

FL

03/13/2009 - 03/31/2010

GUNNALLEN FINANCIAL, INC (FORT MYERS FL)

FL

05/01/2001 - 03/19/2009

RAYMOND JAMES & ASSOCIATES, INC. (FT. MYERS FL)

NY

05/15/1996 - 05/18/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 05/13/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

03/19/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

09/10/1992 - 03/04/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Michael Young Hamilton is right for you?

Licenses & Designations

IA

Issued 02/17/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Young Hamilton. Review regulatory record here.
Not sure if Michael Young Hamilton is right for you?