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Advisors / Oregon / Eugene
3yrs

Anna Hamilton

Financial advisor at Cetera Investment Advisers

Anna Hamilton has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Eugene, Oregon. After two years at Avantax Advisory Services, Anna joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 293 advisors with offices in Eugene, and one of 278 fiduciaries.

Eugene, OR 97401Fiduciary advisor

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office260 Country Club Suite 100, Eugene, OR 97401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Sep 2025 – now
  2. Jan 2024 – Sep 2025
    Avantax Advisory ServicesPreviously

Questions to ask Anna

Tailored to Anna’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Anna

How do I contact Anna?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Anna Hamilton. Anna works from the Eugene, OR office.

How long has Anna been a financial advisor?

Anna has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Anna hold?

Series 66. Tap any license on this page to see what it allows.

Is Anna a fiduciary?

Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Anna paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anna for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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