Tanner Hamilton is an Analyst with AdvicePeriod. In his role, he is an integral member of the client relationship management team where he assists the Advisors to fulfill client requests and portfolio needs.
Prior to AdvicePeriod, Tanner was an Assistant Manager at an Investment firm called Foresters Financial. Before that, he began his career as a Financial Services Representative working with clients individually helping them plan for their investment and insurance needs.
Tanner graduated from California State University, Chico with his BS in Business Administration with an emphasis in Project Management. He holds the Financial Industry Regulatory Authority (FINRA) Series 6, 26, 63, and 65 securities licenses. He now lives in Santa Monica and enjoys playing all kinds of sports, as well as hanging out with friends and family.