Anna Kay Hamilton (CRD# 7067116) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 5 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Advisory Services, Inc. | Fort Worth, TX | Sep 2019 - Current | 5 |
First Command Brokerage Services, Inc. | Fort Worth, TX | Sep 2019 - Current | 5 |
First Command Insurance Services, Inc. | Fort Worth, TX | Sep 2019 - Current | 5 |
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 |
- OK
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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