William B. Hamilton

WBH FINANCIAL SERVICES

Lake Oswego, OR 97035

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CRD#: 1582290

Professional summary

William Brent Hamilton, CFP® is a registered financial advisor currently at WBH FINANCIAL SERVICES, LLC located in Lake Oswego, Oregon.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Retirement Planning

Divorce Planning

Tax Planning

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Divorce Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

**WBH FINANCIAL SVCS - INVESTMENT RELATED - SAME ADDRESS - TAX CONSULTING - OWNER - 1987 - 40 HRS/MO - ALL DURING TRADING HRS - TAX PREPARATION AND CONSULTING VARIOUS INSURANCE COMPANIES- NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 1975 - 3 HRS/MO - NONE DURING TRADING - DISABILITY, LTC, SPDA AND OTHER INSURANCE PRODUCT SALES AND SERVICE **FINANCIAL PLANNING ASSOCIATION - NOT INVESTMENT RELATED - 7535 E. HAMPDEN AVE STE 600 DENVER CO 80231 - PROFESSIONAL MEMBERSHIP ORGANIZATION NOT FOR PROFIT - COMMITTEE MEMBER, CHAPTER LEADERSHIP COMMITTEE - 2011 - 3 HR/MO, 0 HR/MO DURING TRADING HRS **WOMEN TRANSITIONS CO - INVESTMENT RELATED - OWNER - EDUCATION AND SUPPORT SEMINARS FOR DIVORCED OR WIDOWED WOMEN- NO COMPENSATION - 5 HR/MO, 0 HR/MO DURING TRADING - 2014

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brent Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

December 16, 2015 - Present

WBH FINANCIAL SERVICES, LLC

Office #1: 4500 Kruse Way, Suite 105, Lake Oswego, OR 97035

RIA

CRD#: 282071

Lake Oswego, OR

Past

August 4, 2003 - December 31, 2015

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

LAKE OSWEGO, OR

Past

February 8, 1988 - December 31, 2015

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

LAKE OSWEGO, OR

Past

November 18, 1986 - February 27, 1988

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(12/16/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/22/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/17/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WBH FINANCIAL SERVICES, LLC

CRD#: 282071 / SEC#:

Oregon

Registered Investment Advisory firm - (12/16/2015 Approved)

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Contact information

Main Address

4500 Kruse Way, Suite 105, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 699-9200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 30,953,326

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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William B. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brent Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

WBH FINANCIAL SERVICES, LLC

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

THE ADVISORS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/1986

SIE

Date: 12/31/2015

Series 7

Date: 6/18/1988

Series 6

Date: 11/17/1986

Current Firm

WBH FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WBH FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Contact information

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