Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Seamus Hamilton is a financial advisor in Irvine, California. Timothy is a Certified Financial Planner, and holds a Series 65 license. Timothy is currently registered with Compound Planning, an investment advisory firm that has offices in New York and Irvine, California. Timothy has been working in the financial services industry since July 2008.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Selection of other advisers
1
2
CA
05/26/2023 - Present
Compound Planning (Irvine CA)
IA
Issued 08/08/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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