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Robert Samuel Hamilton

Integrity Investment Advisors

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About Robert Samuel Hamilton

Robert Hamilton is a financial advisor with Integrity Investment Advisors. Robert has been in the industry for over 5 years and has experience in financial planning and portfolio management. Robert has a Series 7 and Series 63 license and holds a Certified Financial Planner designation. Robert has previously worked at Northwestern Mutual Investment Services, LLC and 365 Tax Strategy, LLC. Robert is registered with the state of Colorado.

Firm Information

Robert Hamilton is currently registered with Integrity Investment Advisors. Integrity Investment Advisors is a registered investment advisor with the SEC, managing approximately $104.5 million in assets. The firm offers a variety of services including financial planning, pension consulting, and portfolio management for both individuals and businesses. Integrity Investment Advisors serves a clientele of high-net-worth individuals, corporations, and individuals other than high-net-worth.

$104.49M

Assets Under Management

2

Total Clients

2

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance consulting

Insurance consulting

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.

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fixed fees

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

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percentage of assets

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

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Robert Hamilton’s Registration & Firm History

CO

02/14/2022 - Present

Integrity Investment Advisors (FORT COLLINS CO)

CO

12/11/2019 - 11/29/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 05/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Samuel Hamilton.
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