Profile
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.
Robert Dale Hamilton active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 31/12/1984 |
Training of Robert Dale Hamilton
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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