Stephen
Hamilton
Lexaurum Advisors
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About this Advisor
Stephen Hamilton is a financial advisor working in Stilwell, Kansas with 3 years of relevant experience. Hamilton is on the advisory team at Lexaurum Advisors. Over the course of their career, they have held roles at Stephen Hamilton - Self Employed, Voya Formerly Northwestern National Life Insurance Com, Vsr Financial Services, Inc, Vsr Advisory Services, Summit Brokerage Services, Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC and Lexaurum Advisors, LLC. Hamilton maintains a Series 63 license, qualifying them as a securities representative, and is approved to operate in Kansas. Lexaurum Advisors is an advisory firm that has its headquarters in Stilwell, KS. The company has offices in 20 locations and a total of 42 advisors. It handles $604 million in total assets between its 3,466 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 3,466 customer accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules are based on which services the firm provides the client. Fees charged by Lexaurum Advisors likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lexaurum Advisors Brokerage Details
$604,128,786
42
3,466
$174,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephen Hamilton Work History
Stephen has been registered as a financial advisor for 3 years.*
Lexaurum Advisors, LLC
Stephen Hamilton - Self Employed
Voya Formerly Northwestern National Life Insurance Com
Cetera Advisor Networks LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lexaurum Advisors
Stilwell, KS
Stilwell, KS
Medina, OH
Stilwell, KS
Chesterfield, MO
Smithville, MO
Rancho Cucamonga, CA
Owings Mills, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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