Lawrence P. Hamilton
Professional summary
Lawrence Philip Hamilton, CFP®, who also goes by Lawrence P Hamilton, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Wilkes-barre, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Wilkes-barre, Pennsylvania.
Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Lawrence has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 2 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Philip Hamilton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
May 5, 2006 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 15 Public Square Suite 306, Wilkes-barre, PA 18701April 24, 2006 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: 15 Public Square Suite 306, Wilkes-barre, PA 18701March 28, 2019 - October 11, 2021
NORTHEAST ADVISERS, INC.
October 24, 2005 - April 24, 2006
CETERA WEALTH SERVICES, LLC
May 6, 2002 - October 24, 2005
BLUE VASE SECURITIES, LLC
November 27, 2000 - August 4, 2017
NORTHEAST ADVISERS, INC.
August 5, 1998 - May 6, 2002
CONSECO SECURITIES, INC.
June 26, 1996 - August 5, 1998
CONSECO FINANCIAL SERVICES, INC.
April 29, 1994 - June 28, 1996
FSC SECURITIES CORPORATION
September 24, 1993 - May 5, 1994
AMA INVESTMENT ADVISERS, INC.
January 11, 1993 - September 11, 1993
ROYAL MACCABEES SECURITIES COMPANY
July 23, 1987 - December 31, 1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
July 23, 1987 - December 31, 1992
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/29/2009)
(7/12/2007)
(8/24/2010)
(4/24/2006)
(5/21/2018)
(4/24/2006)
(5/5/2006)
(3/29/2016)
(6/22/2016)
Exams
Series 2
Date: 11/4/1994
Non-Member General Securities ExaminationFINRA
Current Firm
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
Red Flags
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