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JH

John A. Hamilton

EXPAT FINANCIAL SOLUTIONS
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 6064209
JH

Professional summary

John Andrew Hamilton is a registered financial advisor currently at EXPAT FINANCIAL SOLUTIONS located in Miami Beach, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Andrew 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®
None

Experience

Current

July 28, 2014 - Present

EXPAT FINANCIAL SOLUTIONS

Office #1: 1680 Michigan Ave. Suite 700, Miami Beach, FL 33139
RIA
CRD#: 170747
MIAMI BEACH, FL
Past

July 28, 2014 - December 31, 2018

EXPAT FINANCIAL SOLUTIONS

RIA
CRD#: 170747
MIAMI BEACH, FL

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
Florida
(7/28/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/27/2013
Uniform Investment Adviser Law Examination

Current Firm

EF
EXPAT FINANCIAL SOLUTIONS
EXPAT FINANCIAL SOLUTIONS | GLOBAL EXPAT ADVISORS, LLC | GLOBAL EXPAT ADVISORS

CRD#: 170747 / SEC#:

Florida
Registered Investment Advisory firm - (7/2/2014 Approved)
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Contact information

Main Address
1680 Michigan Ave. Suite 700, Miami Beach, FL 33139
Mailing Address
Phone number
(305) 777-2240
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts33
AUM (Assets Under Management)$ 7,453,265

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

EXPAT FINANCIAL SOLUTIONS

CRD#: 170747Miami Beach, FL 33139

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