TH
Thomas A. Hamilton
ORION WEALTH MANAGEMENT LLC
Garland, TX 75040
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CRD#: 2742103
TH
Professional summary
Thomas Albert Hamilton is a registered financial advisor currently at ORION WEALTH MANAGEMENT LLC located in Garland, Texas.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Thomas has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
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.
I have shut down my practice, "Hamilton & Associates", in order to work for Prudential Durable POA for Mother-0-2hrs per month-0-2hrs during securities trading Durable POA for Father-0-2hrs per month-0-2hrs during securities trading Active Attorney's license PA ATTORNEY LICENSE POSITION: Law License - State of Pennsylvania - Supreme Court ID# 58215 - Active NATURE: Law License INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1990 ADDRESS: 2109 Alma Drive, Keller TX 76248, United States DESCRIPTION: None I AM A POWER OF ATTORNEY FOR BOTH OF MY PARENTS, THOMAS H. HAMILTON & BARBARA K. HAMILTON. THEY ARE IN THEIR 80S AND OCCASIONALLY I WILL HELP THEM WITH THEIR FINANCIALS, INVESTMENTS, TAXES, REAL ESTATE REPAIRS, ETC. BOTH ARE CURRENTLY OF SOUND MIND AND BODY, BUT THIS MAY CHANGE, SO WE HAVE THE POA IN PLACE JUST IN CASE. POSITION: Power of Attorney for Thomas H. Hamilton Power of Attorney for Barbara K. Hamilton NATURE: Fiduciary Appointment (e.g., Trustee, Executor, POA) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2017 ADDRESS: 26 Dundee Mews, Media PA 19063, United States DESCRIPTION: At moment simply obtaining contractors to fix properties on occasion for my parents and doing their tax returns
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Albert 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®
NoneExperience
Current
September 30, 2025 - Present
ORION WEALTH MANAGEMENT LLC
Office #1: 675 Town Square Blvd. Bldg. 1a Ste 200- #376, Garland, TX 75040RIA
CRD#: 313698
Garland, TX
Past
November 14, 2024 - July 11, 2025
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
PLANO, TX
Past
November 14, 2024 - July 11, 2025
LPL ENTERPRISE, LLC
BD
CRD#: 8733
PLANO, TX
Past
October 7, 2020 - November 14, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Plano, TX
Past
September 11, 2020 - November 14, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Plano, TX
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
Texas(9/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
OW
ORION WEALTH MANAGEMENT LLC
ORION WEALTH MANAGEMENT | ORION WEALTH PARTNERS | ORION WEALTH MANAGEMENT LLC
CRD#: 313698 / SEC#:
Florida
Registered Investment Advisory firm - (1/5/2023 Approved)Louisiana
Registered Investment Advisory firm - (8/12/2021 Approved)Texas
Registered Investment Advisory firm - (6/23/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
675 Town Square Blvd. Bldg. 1a Ste 200- #376, Garland, TX 75040
Mailing Address
Phone number
(972) 891-8609
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 30,013,548 |
Red Flags
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