Robert Hamilton (CRD# 6331348) is an Investment Advisor Representative working at Integrity Investment Advisors in Fort Collins, CO and has over 3 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 365 Tax Strategy, LLC | Fort Collins, CO | Nov 2023 - Current | < 1 |
| Integrity Investment Advisors, LLC | Fort Collins, CO | Nov 2021 - Current | 2 |
| New Mexico United | Albuquerque, NM | Jan 2019 - Nov 2023 | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2021 - Oct 2021 | < 1 |
| Michael Schlemeyer | Denver, CO | May 2019 - Oct 2021 | 2 |
| Northwestern Mutual Investment Services LLC | Denver, CO | May 2019 - Oct 2021 | 2 |
| Michael Schlemeyer | Denver, CO | Aug 2018 - May 2019 | < 1 |
| Colorado Rapids | Commerce City, CO | Jan 2017 - Dec 2018 | 1 |
| Student | Denver, CO | Sep 2013 - Jun 2018 | 4 |
| Northwestern Mutual Life Insurance Company | Denver, CO | Jun 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
- CO
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts246ACCOUNTS
-
Average Account Value$424,765
- 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
- Pension consulting services
CO, FL, TX
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