George R. Hamilton

HAMILTON WEALTH

Encino,, CA 91436

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CRD#: 2270352

Professional summary

George Randy Hamilton, who also goes by George Hamilton, Randy Hamilton, is a registered financial advisor currently at HAMILTON WEALTH, LLC located in Encino,, California.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. George has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Hamilton | Randy Hamilton

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Randy Hamilton's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 7, 2017 - Present

HAMILTON WEALTH, LLC

Office #1: 16000 Ventura Boulevard, Suite 405, Encino,, CA 91436

RIA

CRD#: 289462

Encino,, CA

Past

March 15, 2011 - September 18, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ENCINO, CA

Past

March 4, 2011 - September 7, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ENCINO, CA

Past

June 8, 2007 - March 7, 2011

CROWELL, WEEDON & CO.

RIA

CRD#: 193

ENCINO, CA

Past

August 19, 2003 - March 7, 2011

CROWELL, WEEDON & CO.

CRD#: 193

ENCINO, CA

Past

September 16, 2002 - July 14, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

THOUSAND OAKS, CA

Past

June 28, 2002 - July 14, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

February 16, 2002 - April 1, 2002

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

June 5, 1998 - February 16, 2002

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

COLUMBUS, OH

Past

March 3, 1998 - June 3, 1998

GRIFFIN FINANCIAL SERVICES

CRD#: 10823

Past

March 30, 1995 - March 7, 1998

FIMCO SECURITIES GROUP, INC.

CRD#: 30343

PORT WASHINGTON, WI

Past

October 8, 1992 - October 17, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HAMILTON WEALTH, LLC

HAMILTON INVESTMENT GROUP | HAMILTON WEALTH, LLC

CRD#: 289462 / SEC#: 801-111079

RIA

Registered Investment Advisory firm - (9/1/2017 Approved)

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

California
(9/7/2017)

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

IAR

Series 65

Date: 9/13/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/7/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/1992

General Securities Representative Examination

Current Firm

HAMILTON WEALTH, LLC

HAMILTON INVESTMENT GROUP | HAMILTON WEALTH, LLC

CRD#: 289462 / SEC#: 801-111079

RIA

Registered Investment Advisory firm - (9/1/2017 Approved)

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Contact information

Main Address

10960 Wilshire Blvd Suite 820, Los Angeles, CA 90024

Mailing Address

Phone number

(747) 208-4300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	860
AUM (Assets Under Management)	$ 553,713,239

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

George R. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Randy Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CROWELL, WEEDON & CO.

CROWELL, WEEDON & CO.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

THE HUNTINGTON INVESTMENT COMPANY

GRIFFIN FINANCIAL SERVICES

FIMCO SECURITIES GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

HAMILTON WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2002

Series 63

Date: 12/3/1992

SIE

Date: 9/7/2017

Series 7

Date: 10/7/1992

Current Firm

HAMILTON WEALTH, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

HAMILTON WEALTH, LLC

TRUST BUT VERIFY

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