James
Hamilton

Portfolio Advisory Council,L.L.C

CRD#2503669
Investment Advisor
in Houston, TX

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3 Greenway Plaza Suite 1776
Houston, TX 77046

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Portfolio Advisory Council,L.L.C Brokerage Details

Total Assets Under Management

$351,065,964

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

9

TX Average: 49
Total Number of Accounts

863

TX Average: 2,315
Average Account Size

$406,797

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
  • Pension consulting services

James Hamilton Work History

2017 - Present (7 years)

Mutual Securities, Inc

1996 - Present (28 years)

Portfolio Advisory Council, L.L.C

2007 - 2017 (10 years)

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

Clifton Moran
Houston, TX
John Husbands
Houston, TX
Jerry Smith
Houston, TX
Philip Moran
Houston, TX
James Hamilton
Houston, TX
Wendy Korman
Houston, TX
William Sutton
Houston, TX

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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