Wbh Financial Services, LLC

Wbh Financial Services, LLC (CRD# 282071) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $18,562,286 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $165,735
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Wbh Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William B. Hamilton
CRD#: 1582290
4500 Kruse Way, Suite 130, Lake Oswego, OR 97035
96
Wealthminder
score

William Hamilton (CRD# 1582290) is an Investment Advisor Representative working at Wbh Financial Services, LLC in Lake Oswego, OR and has over 29 years of experience in the finance industry. William 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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