William Hamilton, financial advisor New London NH
93 score

William Hamilton

CRD Number: 5363737
Current Firm: Taylor, Cottrill, Erickson And Associates, Inc.

William Hamilton (CRD# 5363737) is an Investment Advisor Representative working at Taylor, Cottrill, Erickson And Associates, Inc. in New London, NH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Taylor, Cottrill, Erickson And Associates, Inc. Concord, NH Jan 2016 - Current < 1
Taylor, Cottrill LLC New London, NH Jul 2008 - Dec 2015 7
Unemployed Tucson, AZ Mar 2008 - Jun 2008 < 1
Northern Trust Securities, Inc. Tucson, AZ Jun 2007 - Mar 2008 < 1
Northern Trust Bank Tucson, AZ Apr 2007 - Mar 2008 < 1
Ledyard National Bank Hanover, NH Jul 1998 - Apr 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for William B. Hamilton
Phone Number: 603-526-7400
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    738
    MILLIONS
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $877,199
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NY, TX, VA, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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