LisaJ Hamilton- Financial Advisor Lebanon, MO

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About Lisa J Hamilton

How We Work

My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. My mission is for you to build a long-term relationship with me. I aim to accomplish this through education, training, integrity, and outstanding client service.

I understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals.

I believe in thinking out of the box and am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you and your satisfaction.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

CRD#

6489021

Firm CRD#

6413

Insurance License#

8355308

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

MO, KY, MA, FL, MT, PA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I have held FINRA license Series 7 since August 2016 and FINRA license 66 since September 2016. Prior to licensing, I worked as an administrative assistant for a financial advisor leaning about investments and planning. Before working in investments, I worked in the finance office of a large college managing several accounts receivable. Additionally I helped create a financial literacy program for the 15,000 enrolled students.

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Financial Advice & Consulting, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, 401K Rollovers

Compliance

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Commissions, Based on Assets

Hourly Rate

$0.00

Additional Details on Charges

I will make sure you understand any investments discussed and the fees associated. I will also explain the difference between investment advisory accounts and commissioned accounts helping you decide which is best for you. Many of my clients have a combination of both types of accounts.

Investment Advisory fees are determined by the amount of assets under management and the type of investment advisory account used. I have many options to choose from. Most of my investment advisory accounts start at an annual fee of 1.25% and my financial plans are free to my clients. I want everyone to have a financial plan because I believe it is the foundation on which investment decisions should be made.

I also have a wide variety of options in commissioned accounts. Each commissioned investment has it's own fee and they very from one investment to the next.

Minimum Fee Charged for Hourly Planning Accounts

$0.00

Education

Bachelor's - Finance and Banking

Central Methodist University
08/15/2013 -05/08/2015

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Paladin Advisors

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Paladin Research Report For:

Lisa J Hamilton

Hamilton Financial Planning, LLC