Perfil
Mr. Robert D.
Hamilton is a Founding Principal at PDS Planning, Inc. He is also a a part-time contributor at the firm.
He he has been doing financial planning since 1980.
He holds Bachelor and Master degrees from Wittenberg University.
He obtained his CFP credential in 1984.
He is a member of the Financial Planning Association, and has served two terms as President of the local chapter.
Cargos activos de Robert Dale Hamilton
| Empresas | Cargo | Inicio |
|---|---|---|
PDS Planning, Inc.
PDS Planning, Inc. Investment ManagersFinance PDS usually allocates (or recommends that the client allocate) investment assets among various individual mutual funds, exchange-traded funds (ETFs), separately managed accounts, individual equity and fixed-income securities and/or cash equivalents in accordance with the client’s investment objectives. | Fundador | 01/01/1985 |
Formación de Robert Dale Hamilton.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Wittenberg University
Wittenberg University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PDS Planning, Inc.
PDS Planning, Inc. Investment ManagersFinance PDS usually allocates (or recommends that the client allocate) investment assets among various individual mutual funds, exchange-traded funds (ETFs), separately managed accounts, individual equity and fixed-income securities and/or cash equivalents in accordance with the client’s investment objectives. | Finance |
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