Lisa J 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

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor's - Finance and Banking

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

Disclosures

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LPL ADV 2A

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

Additional Detailed Disclosures

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

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Lisa J Hamilton

Hamilton Financial Planning, LLC