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AH

Anita C. Hamilton

HWS CLIENT SERVICES LLC
JACKSON, TN 38305
Some features on this profile are disabled
CRD#: 4468526
AH

Professional summary

Anita C Hamilton, who also goes by Anita C Hamilton, is a registered financial advisor currently at HWS CLIENT SERVICES LLC located in Jackson, Tennessee.

Anita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anita has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anita C 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)

The CRS(Customer Relationship Summary) document is not provided.

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

June 21, 2019 - Present

HWS CLIENT SERVICES LLC

Office #1: 26 Security Drive, Jackson, TN 38305
CRD#: 304705
JACKSON, TN
Past

July 14, 2014 - June 13, 2019

HORNE WEALTH ADVISORS, LLC

RIA
CRD#: 151067
JACKSON, TN
Past

February 6, 2004 - November 30, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

January 28, 2002 - January 6, 2004

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
Mississippi
(6/21/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/2002
General Securities Representative Examination

Current Firm

HC
HWS CLIENT SERVICES LLC
HWS CLIENT SERVICES LLC

CRD#: 304705 / SEC#:

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Contact information

Main Address
661 Sunnybrook Road Suite 100, Ridgeland, MS 39157
Mailing Address
Phone number
(601) 326-1000
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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.

Company Information

HWS CLIENT SERVICES LLC

CRD#: 304705Jackson, TN 38305

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