Jeffry Hamilton (CRD# 4543916) is an Investment Advisor Representative working at Roscoe Financial in Coshocton, OH and has 1 year of experience in the finance industry. Jeffry 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.
CRD# 5279491
Primerica Advisors
CRD# 1111252
Primerica Advisors
CRD# 2954129
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roscoe Financial | Coshocton, OH | Jan 1997 - Current | 27 |
- OH
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$387,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NM, OH, TX
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