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John H

Series 63, Series 66

Chapel Hill, NC

LPL Financial

John Hamilton is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 22 years of industry experience with prior roles at Cambridge Investment Research, Avantax Insurance Agency, and Avantax Investment Services. In addition to his advisory work, he owns Hamilton Financial Associates Inc., a tax services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with support from in-house and third-party research.

College savings (529s, UTMA, etc.)
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William R

Series 66

Chapel Hill, NC

LPL Financial

William Richards II is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research, Edward Jones, and Merrill Wealth Management. Richards serves as president of the Hobby Farm Homeowners Association in Pittsboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

College savings (529s, UTMA, etc.)
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