Keith Hamilton, financial advisor La Jolla CA

Keith Hamilton

CRD Number: 1542590
Current Firm: Hamilton Manor & Associates

Keith Hamilton (CRD# 1542590) is an Investment Advisor Representative working at Hamilton Manor & Associates in La Jolla, CA and has over 37 years of experience in the finance industry. Keith 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.

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Professional Designations
Company Name Location Dates Years
Hamilton & Associates La Jolla, CA Apr 2009 - Current 14
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) La Jolla, CA Dec 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
Contact Info for Keith E. Hamilton
Phone Number: 858-551-1040
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $338,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, WA

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