Leo
Hamill

City National Securities, Inc

CRD#2547211
Investment Advisor
in Las Vegas, NV

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About this Advisor

Leo Hamill is a chartered financial analyst based out of Las Vegas, Nevada with a total of 9 years of industry experience. Hamill is an employee of City National Securities, Inc. Their career trajectory has included roles at Union Bank, Unionbanc Investment Services and City National Bank. Hamill holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. City National Securities, Inc is a financial advisory company that has its headquarters in Los Angeles, CA. It has offices in 18 locations and a total of 48 employees. It handles $2 billion in total assets between its 2,278 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 22 charitable organizations. Of its 2,278 accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. City National Securities, Inc has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by City National Securities, Inc most likely consist of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

10801 West Charleston Boulevard 2Nd Floor
Las Vegas, NV 89135

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,513,277,680

NV Average: $7,578,581,321
Total Number of Employees

48

NV Average: 43
Total Number of Accounts

2,278

NV Average: 3,727
Average Account Size

$664,301

NV Average: $2,033,427

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

Leo Hamill Work History

Leo has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

City National Bank

2013 - Present (11 years)

Unionbanc Investment Services

2012 - Present (12 years)

Union Bank

*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 Leo Hamill 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 City National Securities, Inc

Marques Dickson
Los Angeles, CA
Nichole Walker
San Francisco, CA
Matthew Steiger
Beverly Hills, CA
Haroon Sattari
Walnut Creek, CA
Nicole Shao
Los Angeles, CA
Victor Wong
Los Angeles, CA
Paniz Raeisi
Los Angeles, CA
Adam Johnson
Las Vegas, NV

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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