Lawrence Hamilton, financial advisor Wilkes-barre PA

Lawrence Hamilton

CRD Number: 1667988
Current Firm: Trustmont Advisory Group, Inc.

Lawrence Hamilton (CRD# 1667988) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Wilkes-barre, PA and has over 36 years of experience in the finance industry. Lawrence 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
Trustmont Financial Group Inc. Wilkes Barre, PA Apr 2006 - Current 17
Financial Network Investment Corporation El Segundo, CA Oct 2005 - Current 18
Atlas Brokerage Company, LP Washington, PA May 2002 - Current 21
Northeast Advisers, Inc. Paoli, PA Aug 2000 - Current 23
Mid America Group-northeast, Inc. Wilkes-barre, PA Sep 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for Lawrence P. Hamilton
By the Numbers
  • Total Assets Under Management
    919
    MILLIONS
  • Total Number of Accounts
    5,109
    ACCOUNTS
  • Average Account Value
    $179,967
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IA, IL, IN, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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