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Stephen Edward Hamilton

Lexaurum Advisors

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About Stephen Edward Hamilton

Stephen Edward Hamilton is an investment advisor representative registered with Lexaurum Advisors. Stephen has been in the financial services industry since 1977. Stephen's previous employers include CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., and VSR FINANCIAL SERVICES, INC. Stephen is a registered investment advisor representative in Kansas.

Firm Information

Stephen Hamilton is currently registered with Lexaurum Advisors. Lexaurum Advisors is an investment advisor headquartered in Overland Park, KS. The firm has 27 investment advisor representatives and manages over $1 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and pension consulting services.
Lexaurum Advisors

16010 METCALF AVENUE, SUITE 101

OVERLAND PARK, KS 66085

$1.01B

Assets Under Management

49

Total Clients

27

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 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.

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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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other

Monthly fee

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Stephen Hamilton’s Registration & Firm History

KS

01/16/2020 - Present

Lexaurum Advisors (OVERLAND PARK KS)

KS

09/20/2019 - 01/06/2020

CETERA ADVISOR NETWORKS LLC (OVERLAND PARK KS)

KS

09/01/2016 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (OVERLAND PARK KS)

KS

12/16/1985 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

CT

12/10/1986 - 12/31/1989

NWNL MANAGEMENT CORPORATION (WINDSOR CT)

NA

10/08/1985 - 12/24/1985

O. R. SECURITIES, INC.

NA

07/01/1981 - 10/08/1985

WZW FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 08/24/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 08/19/1978

Series 7 - General Securities Representative Examination

BC

Issued 01/28/1977

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Stephen Edward Hamilton. Review regulatory record here.
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