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Thomas Albert Hamilton

ORION WEALTH MANAGEMENT
RICHARDSON, TX
·CRD# 2742103·7 years experience

Professional Summary

Thomas Albert Hamilton is a registered financial advisor currently at ORION WEALTH MANAGEMENT LLC located in Richardson, 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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

ORION WEALTH MANAGEMENT LLC·CRD# 313698
RIA
3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080
September 30, 2025 - Present
LPL ENTERPRISE, LLC·CRD# 8733
RIA
Plano, TX
November 14, 2024 - July 11, 2025
LPL ENTERPRISE, LLC·CRD# 8733
BD
Plano, TX
November 14, 2024 - July 11, 2025
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Plano, TX
October 7, 2020 - November 14, 2024
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Plano, TX
September 11, 2020 - November 14, 2024

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Current Firm

OW
ORION WEALTH MANAGEMENT LLC

ORION WEALTH MANAGEMENT | ORION WEALTH PARTNERS | ORION WEALTH MANAGEMENT LLC

CRD#: 313698
Florida
Registered Investment Advisory firm - Florida (1/5/2023 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (8/12/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (6/23/2021 Approved)

Contact Information

Main Address

3400 N. Central Expy. Ste. 110 -317, Richardson, TX 75080

Phone Number

(972) 891-8609

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

73

AUM (Assets Under Management)

$16,477,527

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
IAR
Texas
(9/30/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Thomas Albert Hamilton's CRS (Customer Relationship Summary).

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