Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barry Hamilton is a financial advisor with over 20 years of experience in the industry. Robert currently works with NFP Retirement Inc. He is a registered Investment Advisor Representative (IAR) with the state of Maryland. Robert has held previous positions with Kestra Investment Services, LLC, Triad Advisors, Inc., Cetera Advisor Networks LLC, Walnut Street Securities, Inc., NFP Securities, Inc., and Wharton Equity Corporation. Robert's specialties include retirement planning and consulting.
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.
Research reports on 401(k) plans / diligence on investment lineups
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.
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2
MD
04/24/2023 - Present
NFP Retirement Inc. (Bethesda MD)
MD
10/18/2016 - 03/28/2023
KESTRA INVESTMENT SERVICES, LLC (BETHESDA MD)
PA
05/05/2014 - 09/02/2016
TRIAD ADVISORS, INC. (Berwyn PA)
PA
09/03/2013 - 05/06/2014
CETERA ADVISOR NETWORKS LLC (BERWYN PA)
PA
02/03/2009 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BERWYN PA)
PA
07/02/2004 - 02/06/2009
NFP SECURITIES, INC. (HORSHAM PA)
PA
04/04/2003 - 06/30/2004
WHARTON EQUITY CORPORATION (WAYNE PA)
IA
Issued 04/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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