Cameron K. Hamilton
BALLAST
Lexington, KY 40507
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CRD#: 6264219
Professional summary
Cameron K Hamilton, CFP®, CPWA® is a registered financial advisor currently at BALLAST, INC. located in Lexington, Kentucky.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Cameron has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
(1) - OUTSIDE FIXED INSURANCE; LEXINGTON, KY; FIXED INSURANCE/INCLUDES EQUITY INDEXES; SINCE 10/1/2014; LIFE/DISABILITY/LONG-TERM CARE INSURANCE; TITLE: INSURANCE AGENT; 5% TIME SPENT. DUTIES: INSURANCE AGENT. (2) - Life Plan of Kentucky Board Member, Investment related: Yes, 230 Lexington Green Circle, STE 120, Lexington, KY, 40503, Volunteer board member. Pooled fund for special needs trusts. I have no ability to make unilateral decisions on investments or fund movement., Board Member, 01/12/2021, Review investment portfolios and client requests (3) - Ashland Terrace, Board Member, Advise on continuing operations of a women's senior independent living facility.� Serve on the finance committee which has the goal of ensuring the longevity of the organization. (4) - Bike4Alz, Board member. Advise group�of college students who conduct an annual cross-country bike ride.� Support planning & fundraising efforts.� Liaise�with recipients of Alzheimer's research�grants Bike4Alz makes with funds it raises. 5) MyHammyVice, Lexington, Kentucky; not investment related; BBQ business that raises money for Hogs for the Cause; net profits donated to 501c3 Hogs for the Cause, EIN [REDACTED]; part-time cook, sell BBQ and merchandise; Owner/Pitmaster; Time spent 5 hours per month. 6) Brown Sanders Philanthropy Council, Council Member.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron K 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®
Start date: 2017
CPWA®
Start date: 2022-07-19
Expire date: 2024-06-30
Experience
Current
October 13, 2014 - Present
BALLAST, INC.
Office #1: 400 East Vine St Suite 400, Lexington, KY 40507RIA
CRD#: 152695
Lexington, KY
Past
July 28, 2014 - September 9, 2021
APW CAPITAL, INC.
BD
CRD#: 43814
LEXINGTON, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BALLAST, INC.
BALLAST, INC. | BOARDMAN WEALTH PLANNING, INC.
CRD#: 152695 / SEC#: 801-79651
RIA
Registered Investment Advisory firm - (4/25/2014 Approved)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2014 Terminated)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
Kentucky(10/13/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BI
BALLAST, INC.
BALLAST, INC. | BOARDMAN WEALTH PLANNING, INC.
CRD#: 152695 / SEC#: 801-79651
RIA
Registered Investment Advisory firm - (4/25/2014 Approved)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 East Vine St Suite 400, Lexington, KY 40507
Mailing Address
Phone number
(859) 226-0625
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,798 |
| AUM (Assets Under Management) | $ 625,203,027 |
Red Flags
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Company Information
BALLAST, INC.
CRD#: 152695Lexington, KY 40507TRUST BUT VERIFY
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