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WH

Wilbert L. Hamilton

HAMILTON CAPITAL ADVISORS
Huntsville, AL 35806
Some features on this profile are disabled
CRD#: 6095264
WH

Professional summary

Wilbert Lamar Hamilton is a registered financial advisor currently at HAMILTON CAPITAL ADVISORS LLC located in Huntsville, Alabama.

Wilbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Wilbert has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

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 Wilbert Lamar 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

August 31, 2016 - Present

HAMILTON CAPITAL ADVISORS LLC

Office #1: 1525 Perimeter Pkwy Suite 145, Huntsville, AL 35806
RIA
CRD#: 284022
Huntsville, AL
Past

January 14, 2016 - July 1, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
Huntsville, AL
Past

January 8, 2016 - July 1, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
Huntsville, AL
Past

June 2, 2015 - January 14, 2016

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
HUNTSVILLE, AL
Past

June 2, 2015 - January 14, 2016

KOVACK SECURITIES INC.

BD
CRD#: 44848
HUNTSVILLE, AL
Past

September 3, 2013 - June 2, 2015

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MONTGOMERY, AL
Past

September 3, 2013 - June 2, 2015

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MONTGOMERY, AL
Past

July 17, 2013 - September 16, 2013

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
MONTEGOMERY, AL
Past

December 14, 2012 - September 16, 2013

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
MONTGOMERY, AL

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
Alabama
(11/4/2016)
IAR
Georgia
(8/31/2016)
IAR
Texas
(4/30/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/30/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/13/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/17/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HC
HAMILTON CAPITAL ADVISORS LLC
GRANT & HAMILTON CAPITAL ADVISORS | HAMILTON WEALTH ADVISORS | HAMILTON CAPITAL ADVISORS LLC | GRANT & HAMILTON CAPITAL ADVISORS LLC

CRD#: 284022 / SEC#:

Alabama
Registered Investment Advisory firm - (11/4/2016 Approved)
Georgia
Registered Investment Advisory firm - (7/15/2016 Approved)
Texas
Registered Investment Advisory firm - (4/30/2024 Conditional Restricted)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2727 Paces Ferry Road Suite 310, Atlanta, GA 30339
Mailing Address
Phone number
(404) 795-5077
Established
Firm type
Fiscal year end
# of Employees
1

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

HAMILTON CAPITAL ADVISORS LLC

CRD#: 284022Huntsville, AL 35806

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