Unclaimed Profile

Lynn Scott Hamilton

BEESE, FULMER INVESTMENT MANAGEMENT, INC.·CANTON, Ohio

Series 65Clean record10 years registeredBEESE, FULMER INVESTMENT MANAGEMENT, INC.

220 MARKET AVENUE, SOUTH, CANTON, OH 44702-2177CRD# 840723Firm CRD# 109882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn Scott Hamilton · CANTON, OH

Registration

CRD #840723 · BEESE, FULMER INVESTMENT MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEESE, FULMER INVESTMENT MANAGEMENT, INC.

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Nov 2015 – Oct 2021

CANTON, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 21, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEESE, FULMER INVESTMENT MANAGEMENT, INC.

CRD 109882 · SEC 801-15485

AUM

$1.3B

Regulatory assets under management

Employees

1,170 client accounts

Services offered by BEESE, FULMER INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BEESE, FULMER INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Lynn Scott Hamilton offer?

Lynn Scott Hamilton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Lynn Scott Hamilton's credentials?

Lynn Scott Hamilton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn Scott Hamilton located?

Lynn Scott Hamilton is based in CANTON, Ohio, last registered with BEESE, FULMER INVESTMENT MANAGEMENT, INC..

How does Lynn Scott Hamilton charge for services?

Lynn Scott 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 BEESE, FULMER INVESTMENT MANAGEMENT, INC.?

BEESE, FULMER INVESTMENT MANAGEMENT, INC. has approximately 6 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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