Robert Hamilton, financial advisor Columbus OH

Robert Hamilton

CRD Number: 733504
Current Firm: Pds Planning Inc.

Robert Hamilton (CRD# 733504) is an Investment Advisor Representative working at Pds Planning Inc. in Columbus, OH and has over 32 years of experience in the finance industry. Robert 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Columbus, OH Apr 1990 - Current 30
Pds Planning, Inc. Columbus, OH Jun 1989 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Hamilton
Phone Number: 614-481-8449
Advisor Website: http://www.pdsplanning.com
Registered State(s):
  • OH
  • FL
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

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

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