Timothy Michael Hamilton
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Business Services
- Financial Planning
- Retirement Planning
- Investment Management
Specializations
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...
Other Aliases
Tim Michael Hamilton
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIALFAMILIES | HAMILTON, TIM M | FINANCIALFAMILIES, LLC
Contact Information
Main Address
Carroll, OHPhone Number
(614) 406-7141# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2006About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 2006About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Michael Hamilton's CRS (Customer Relationship Summary).
Services Offered by Timothy
- Business Services
- Financial Planning
- Retirement Planning
- Investment Management
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