Robert
Hamilton
Pds Planning Inc
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About this Advisor
Robert Hamilton is a certified financial planner operating out of Columbus, Ohio with a total of 18 years of relevant experience. Hamilton currently works for Pds Planning Inc. During their career, the advisor has held roles at Pds Planning, Inc and Royal Alliance Associates, Inc. Hamilton has a Series 63 license, qualifying them as a securities broker, and is approved to work in Ohio. Pds Planning Inc is a registered investment business based in Dublin, OH. It controls $1 billion in assets under management across its 2,850 client accounts, placing it among the bigger firms in the country by assets under management. The firm serves five charitable organizations. Of its 2,850 client accounts, 52% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on which services are provided. However, fee types charged by Pds Planning Inc most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pds Planning Inc Brokerage Details
$1,045,587,285
16
2,850
$366,873
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
- Educational seminars/workshops
Robert Hamilton Work History
Robert has been registered as a financial advisor for 18 years.*
Royal Alliance Associates, Inc
Pds Planning, 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 Robert 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 Pds Planning Inc
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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.
