Lawrence Hamilton
Advisor at Prosperity - An EisnerAmper Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Prosperity - An EisnerAmper Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27607
Credentials
CFP®, PFS™, Series 66
Industry experience
23 years
Lawrence Hamilton is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He currently works at Prosperity - An EisnerAmper Company and holds a partner position at EisnerAmper, focusing on tax and accounting. His prior experience includes roles at Avantax Investment Services, 1ST Global Advisors, and Hughes Pittman & Gupton, LLP. In addition to advising, he is licensed as an insurance agent involved in fixed annuity and insurance sales. Prosperity provides investment planning, tax and estate planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes diversified portfolios, ongoing monitoring, and uses third-party technology platforms and sub-advisors, supported by its affiliation with EisnerAmper and Eisner Advisory Group, which adds pension consulting and CPA resources.
Based on Prosperity - An EisnerAmper Company
Based on Prosperity - An EisnerAmper Company
Based on Prosperity - An EisnerAmper Company
Based on Prosperity - An EisnerAmper Company
Fixed fees for financial planning services, negotiated per client and project scope, starting typically at $5,000 for certain services.
$0 - $500,000: Not specified explicitly but implied fees start at 0.30% $500,000+: Range between 0.30% and 1.50%, fees are negotiable
Commission-based compensation received by representatives in separate broker-dealer capacities; approximately 1% of Firm’s revenue from commission-based insurance products.
Up to $550 per hour for financial planning services, minimum 1 hour.
Account minimum: $500,000 minimum account size Fee-only: Hourly fees up to $550 per hour; Fixed fees negotiable, typically starting at $5,000 for financial planning through Guidebook service.
1500 Sunday Drive, Suite 300
Raleigh, NC 27607
North Carolina
Dai Securities Llc
2024 - Present (2 years)
Prosperity - An EisnerAmper Company
2024 - Present (2 years)
EisnerAmper
2024 - Present (2 years)
Avantax Investment Services, INC.
2019 - 2024 (5 years)
Avantax Advisory services
2019 - 2024 (5 years)
Hpg Wealthcare Advisors, Llc; (Formerly Hpg Financial Services,
2006 - 2024 (18 years)
Avantax Insurance Services, INC.
2004 - 2024 (20 years)
1ST Global Advisors, Inc.
2003 - 2019 (16 years)
1st Global Capital Corp
2002 - 2019 (17 years)
Hughes Pittman & Gupton, LLP
1999 - 2024 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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