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Keith Edward Hamilton

KEITH HAMILTON, INC.·LA JOLLA, California
SIE, Series 6, Series 7, Series 22, Series 24, Series 63CFPClean record28 years registeredKEITH HAMILTON, INC.
7979 IVANHOE AVE., LA JOLLA, CA 92037CRD# 1542590Firm CRD# 155865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Edward Hamilton · LA JOLLA, CA
Registration
CRD #1542590 · KEITH HAMILTON, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

HAMILTON MANOR & ASSOCIATES
Apr 2011 – present
MANNING WEALTH MANAGMENT, INC.
Jul 2000 – May 2010
SAN DIEGO, CA
LPL FINANCIAL LLC
Dec 1997 – Sep 2016
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 63
Registration record
First registered · December 31, 1997
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KEITH HAMILTON, INC.
CRD 155865 · SEC 801-113413
AUM
$148M
Regulatory assets under management
Employees
5
387 client accounts
Services offered by KEITH HAMILTON, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KEITH HAMILTON, INC. →
Introduction

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05

Frequently Asked Questions

What services does Keith Edward Hamilton offer?
Keith Edward Hamilton specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.
What are Keith Edward Hamilton's credentials?
Keith Edward Hamilton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Keith Edward Hamilton located?
Keith Edward Hamilton is based in LA JOLLA, California, working with KEITH HAMILTON, INC.. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Keith Edward Hamilton charge for services?
Keith Edward Hamilton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEITH HAMILTON, INC.?
KEITH HAMILTON, INC. has approximately 5 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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