Cassidy
Hamilton
Truist Advisory Services, Inc
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About this Advisor
Cassidy Hamilton is a financial advisor based in Lexington, Kentucky, working with Truist Advisory Services, Inc. Cassidy has previously held positions at A2 Enterprises Ii, The Strand At Chevy Chase LLC, Keene Trace Golf Club LLC, Aldo Us Inc, Crestwood Christian Church, Dna Gifts LLC, University Of Kentucky, Self - Hairstylist, Campbell & Company Cpa LLC, Seth Co. LLC, Stagger Inn, Child Development The Center Of Bluegrass, Lexfit LLC, Mfi Holdings LLC, Fcps, Bluegrass Area Agency On Aging, and Truist Investment Services, Inc. Cassidy has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Cassidy is part of Truist Advisory Services, Inc, which operates out of Lexington, Kentucky. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Cassidy Hamilton Work History
Truist Investment Services, Inc
Bluegrass Area Agency On Aging
Fcps
Child Development The Center Of Bluegrass
Lexfit LLC
Mfi Holdings LLC
Fcps
Seth Co. LLC
Stagger Inn
University Of Kentucky
Aldo Us Inc
A2 Enterprises Ii
The Strand At Chevy Chase LLC
Self - Hairstylist
Keene Trace Golf Club LLC
Aldo Us Inc
Crestwood Christian Church
Dna Gifts LLC
Campbell & Company Cpa LLC
Disclosures
Please visit the SEC profile of Cassidy 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 Truist Advisory Services, Inc
Charlotte, NC
Atlanta, GA
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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