Harrison
Hamilton

Smith Anglin Financial, LLC

CRD#6761790
Investment Advisor
in Dallas, TX

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About this Advisor

Harrison Hamilton is a certified financial planner operating out of Dallas, Texas with a total of 1 year of relevant experience. Hamilton is currently employed by Smith Anglin Financial, LLC. The advisor has gained experience at Farmers Insurance, Olympic Pool Management, Kartsonis Pools & Aquatic Services, Bunge North America, University Of Missouri, Monsanto, Qti, Central Methodist University, Metropolitan Community College, Scottrade, Td Ameritrade, Inc, Fisher Investments and Smith Anglin Financial, LLC. Hamilton has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Texas. Smith Anglin Financial, LLC is an advisory company that has its headquarters in Dallas, TX. It oversees $1 billion in total assets between its 3,198 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 3,198 client accounts, 43% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by Smith Anglin Financial, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14755 Preston Road. Suite 700
Dallas, TX 75254

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Smith Anglin Financial, LLC Brokerage Details

Total Assets Under Management

$1,245,086,543

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

3,198

TX Average: 2,315
Average Account Size

$389,333

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Harrison Hamilton Work History

Harrison has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Smith Anglin Financial, LLC

2021 - 2022 (1 year)

Fisher Investments

2018 - 2021 (3 years)

Td Ameritrade, Inc

2017 - 2018 (1 year)

Scottrade

2016 - 2016 (< 1 year)

Farmers Insurance

2016 - 2016 (< 1 year)

Kartsonis Pools & Aquatic Services

2015 - 2016 (1 year)

Bunge North America

2014 - 2014 (< 1 year)

Monsanto

2013 - 2013 (< 1 year)

Qti

2013 - 2013 (< 1 year)

Central Methodist University

2011 - 2015 (4 years)

University Of Missouri

2010 - 2013 (3 years)

Metropolitan Community College

2006 - 2016 (10 years)

Olympic Pool Management

*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 Harrison 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 Smith Anglin Financial, LLC

Dan Drummond
Dallas, TX
Brian Bergman
Dallas, TX
John Snider
Dallas, TX
Roger Meadors
Dallas, TX
Casey Vogel
Dallas, TX
William Glenn
Dallas, TX
Erick Dahl
Dallas, TX
Henry Mulvihill
Dallas, TX

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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