Lisa Hamilton, financial advisor Springfield MO

Lisa Hamilton

CRD Number: 6489021
Current Firm: Lpl Financial LLC

Lisa Hamilton (CRD# 6489021) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, MO and has over 7 years of experience in the finance industry. Lisa Hamilton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial St. Louis, MO Feb 2022 - Current 2
U.s. Bancorp Investments, Inc. Camdenton, MO Jul 2017 - Feb 2022 4
Money Concepts Capital Corp Palm Beach Gardens, FL Aug 2016 - Jul 2017 < 1
Central Methodist University Fayette, MO Jan 2014 - May 2017 3
Money Concepts Capital Corp Palm Beach Gardens, FL May 2015 - Aug 2016 1
Ozarks Technical Community College Lebanon, MO Dec 2011 - Apr 2015 3
Hamilton's Dairy Hartville, MO Dec 1998 - Feb 2015 16
Ozarks Technical Community College Springfield, MO Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Lisa J. Hamilton
Phone Number: 704-733-3300
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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