Wilbert L. Hamilton

HAMILTON CAPITAL ADVISORS LLC

Huntsville, AL 35806

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CRD#: 6095264

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.

NAME OF BUSINESS: HAMILTON WEALTH ADVISORS LIMITED LIABILITY COMPANY | INVESTMENT RELATED: NO | ADDRESS: 1525 PERIMETER PKWY, SUITE 145 HUNTSVILLE, AL 35806 | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: MEMBER/PRINCIPAL OWNER | TITLE: INSURANCE AGENT | START DATE: 09/2017| APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME NAME OF BUSINESS: INDEPENDENT INSURANCE AGENT| INVESTMENT RELATED: NO | ADDRESS: 1525 PERIMETER PKWY, SUITE 145 HUNTSVILLE, AL 35806 | NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME | POSITION IN BUSINESS: INSURANCE AGENT| TITLE: INSURANCE AGENT | START DATE: 08/2005| APPROX. # of HRS/MTH DEVOTED TO BUSINESS: 40 HOURS PER WEEK | # OF HRS DURING SECURITIES TRADING HOURS: 40 HOURS PER WEEK | BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED INSURANCE PRODUCTS AND SERVICES FOR ASSET PROTECTION AND RETIREMENT INCOME

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.

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.

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

CRD#: 43100

MONTGOMERY, AL

Past

July 17, 2013 - September 16, 2013

GRADIENT SECURITIES, LLC

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)

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

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

SIE

Date: 7/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/17/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

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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Wilbert L. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilbert Lamar Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/30/2013

Series 65

Date: 12/13/2012

SIE

Date: 7/1/2016

Series 6

Date: 7/17/2013

Current Firm

HAMILTON CAPITAL ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

HAMILTON CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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