Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Hamilton has been in the securities industry since 1995. Philip is currently registered with D.h. Hill Advisors, Inc. in Texas. Philip has previously been registered with D.H. Hill Securities, LLLP, Hilltop Securities Independent Network Inc., Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., and Prudential Securities Incorporated. Philip has passed the Series 63, 65, 7, 31 and SIE exams. Philip offers financial planning, pension consulting, and portfolio management for individuals.
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.
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.
Percentage of assets from third party investment advisers
1
2
TX
05/19/2021 - Present
D.h. Hill Advisors, Inc. (Kingwood TX)
TX
02/15/2018 - 08/05/2020
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
TX
08/20/2009 - 03/12/2018
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (ARLINGTON TX)
TX
12/10/2004 - 08/17/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANSFIELD TX)
NJ
10/27/2000 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/20/1996 - 11/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/16/1995 - 02/15/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 03/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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