Anna Kay Hamilton, financial advisor Fort Worth TX

Anna Kay Hamilton

CRD Number: 7067116
Current Firm: First Command Advisory Services

Anna Kay Hamilton (CRD# 7067116) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 4 years of experience in the finance industry.

Similar Advisors
Jerry Boda, financial advisor Fort Worth TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Erik Aaker, financial advisor Fort Worth TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Similar Advisors
Thomas Aarons, financial advisor Fort Worth TX
Thomas J. Aarons
CRD# 5076833
Charles Schwab & Company, Inc.
Company Name Location Dates Years
First Command Advisory Services, Inc. Fort Worth, TX Sep 2019 - Current 4
First Command Brokerage Services, Inc. Fort Worth, TX Sep 2019 - Current 4
First Command Insurance Services, Inc. Fort Worth, TX Sep 2019 - Current 4
First Command Financial Planning, Inc. Fort Worth, TX Jan 2019 - Sep 2019 < 1
N/a Eschenbach, Apr 2018 - Jan 2019 < 1
Liberty Tax Lawton, OK Nov 2017 - Apr 2018 < 1
Walmart Lawton, OK Sep 2017 - Apr 2018 < 1
N/a Lawton, OK Jul 2017 - Sep 2017 < 1
N/a Watertown, NY May 2016 - Jul 2017 1
N/a Brooklyn, NY Feb 2016 - May 2016 < 1
Honey Bun (1982) Ltd Kingston, Sep 2012 - Feb 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Anna Kay S. Hamilton
Phone Number: 817-731-8621
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
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
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.