Timothy M. Hamilton

FINANCIALFAMILIES

Carroll, OH

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CRD#: 5153936

Professional summary

Timothy Michael Hamilton, CFP®, who also goes by Tim Michael Hamilton, is a registered financial advisor currently at FINANCIALFAMILIES located in Carroll, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Timothy has worked at 8 firms and has passed the Series 66, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.

Biography

Prior to founding FinancialFamilies, Tim spent eight years with two nationally-recognized boutique wealth management firms. He established FinancialFamilies with a desire to provide fee-only, fiduciary financial advice to loving families. Generally, families come to FinancialFamilies once they are ready to seriously pursue their own financial betterment through improved financial clarity, structure and discipline. When Tim is not in the office, he enjoys spending time with his own family, pursuing travel, golf, history, piano and basic leisure together.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Do you have an area of expertise or specialization?

Fixed Fee (Subscription, Retai...

Generation X

Are you a "fiduciary"?

Yes

Aliases

Tim Michael 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.

1. Civil Air Patrol, Maxwell, AFB, AL; Not investment related; Finance Officer; volunteer position; Started:09/2022; 10 hrs/month; Appx 0-2 hrs/month during security hours; Budgetary duties for local squadron.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael 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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

March 14, 2014 - Present

FINANCIALFAMILIES

RIA

CRD#: 170373

Carroll, OH

Past

June 4, 2012 - January 31, 2014

CAPITAL ANALYSTS

RIA

CRD#: 162200

WORTHINGTON, OH

Past

June 1, 2012 - January 31, 2014

LINCOLN INVESTMENT

RIA

CRD#: 519

WORTHINGTON, OH

Past

June 1, 2012 - January 31, 2014

LINCOLN INVESTMENT

CRD#: 519

WORTHINGTON, OH

Past

April 29, 2011 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

WORTHINGTON, OH

Past

April 29, 2011 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

WORTHINGTON, OH

Past

November 29, 2010 - May 2, 2011

FSC SECURITIES CORPORATION

CRD#: 7461

WORTHINGTON, OH

Past

March 13, 2008 - September 2, 2009

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

November 15, 2006 - December 20, 2006

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

September 29, 2006 - September 2, 2009

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

June 7, 2006 - August 17, 2006

SUMMIT FINANCIAL STRATEGIES INC

RIA

CRD#: 110112

COLUMBUS, OH

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

Ohio
(3/14/2014)

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 66

Date: 6/23/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/22/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/28/2006

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 2/16/2011

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/13/2007

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 10/16/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FINANCIALFAMILIES

FINANCIALFAMILIES | HAMILTON, TIM M | FINANCIALFAMILIES, LLC

CRD#: 170373 / SEC#:

Ohio

Registered Investment Advisory firm - (3/14/2014 Approved)

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Contact information

Main Address

Carroll, OH

Mailing Address

Phone number

(614) 406-7141

Established

Firm type

Fiscal year end

# of Employees

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.

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Timothy M. Hamilton

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

FSC SECURITIES CORPORATION

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

SUMMIT FINANCIAL STRATEGIES INC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2009

Series 7

Date: 6/22/2007

Series 6

Date: 9/28/2006

Series 53

Date: 2/16/2011

Series 24

Date: 12/13/2007

Series 26

Date: 10/16/2006

Current Firm

FINANCIALFAMILIES

Contact information

Documents

Red Flags

Company Information

FINANCIALFAMILIES

TRUST BUT VERIFY

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