James
Hamilton
Portfolio Advisory Council,L.L.C
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About this Advisor
James Hamilton is a financial advisor based in Houston, Texas, working with Portfolio Advisory Council, L.L.C. James has previously held positions at Mutual Securities, Inc, Cambridge Investment Research, Inc, and Portfolio Advisory Council, L.L.C. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, James is part of Portfolio Advisory Council, L.L.C, which operates out of Houston, Texas. The firm has 9 employees and manages assets totaling $351.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Portfolio Advisory Council, L.L.C includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Advisory Council,L.L.C Brokerage Details
$351,065,964
9
863
$406,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Hamilton Work History
Mutual Securities, Inc
Portfolio Advisory Council, L.L.C
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of James 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 Portfolio Advisory Council,L.L.C
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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