James Hamilton, financial advisor Columbus OH

James Hamilton

CRD Number: 2491211
Current Firm: Pds Planning Inc.
Compensation Model: Fee Only

James Hamilton (CRD# 2491211) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has 1 year of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Royal Alliance Associates, Inc. Columbus, OH May 1994 - Current 26
Pds Planning, Inc. Columbus, OH Apr 1993 - Current 27

James Hamilton has no recent exams reported.
Contact Info for James M. Hamilton
Phone Number: 614-481-8449
Advisor Website: http://www.pdsplanning.com
Registered State(s):
  • OH
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    682
    MILLIONS
  • Total Number of Accounts
    2,524
    ACCOUNTS
  • Average Account Value
    $270,288
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MI, NC, NH, NY, OH, TX

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