Hamilton-bates Investment Research, Inc.

Hamilton-bates Investment Research, Inc. (CRD# 114127) is a financial advisory firm headquartered in , . They manage $47,969,046 in 535 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    535
    ACCOUNTS
  • Average Account Value
    $89,662
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, PA, TX

Financial Advisors at Hamilton-bates Investment Research, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Inas R. Abas
CRD#: 4330102
Mertztown, PA

Inas Abas (CRD# 4330102) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Mertztown, PA and has 1 year of experience in the finance industry.

2
Alan D. Bates
CRD#: 2137050
Newtown Square, PA

Alan Bates (CRD# 2137050) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Newtown Square, PA and has over 32 years of experience in the finance industry.

3
Kenneth W. Callahan
CRD#: 1445186
Rio Rancho, NM

Kenneth Callahan (CRD# 1445186) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Rio Rancho, NM and has over 36 years of experience in the finance industry.

4
Adrienne E. Cooper
CRD#: 2306107
Cardiff By The Sea, CA

Adrienne Cooper (CRD# 2306107) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Cardiff By The Sea, CA and has over 29 years of experience in the finance industry.

5
Darrell A. Fryer
CRD#: 1769154
San Juan Capistrano, CA

Darrell Fryer (CRD# 1769154) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in San Juan Capistrano, CA and has over 6 years of experience in the finance industry.

6
Lori A. Garcia
CRD#: 6926190
Yorba Linda, CA

Lori Garcia (CRD# 6926190) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Yorba Linda, CA and has 1 year of experience in the finance industry.

7
Richard E. Hamilton
CRD#: 2080587
Newtown Square, PA

Richard Hamilton (CRD# 2080587) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Newtown Square, PA and has over 33 years of experience in the finance industry.

8
Roderick M. Latta
CRD#: 1423978
Fort Worth, TX

Roderick Latta (CRD# 1423978) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Fort Worth, TX and has over 38 years of experience in the finance industry.

9
David K. Lightner
CRD#: 2561878
Laguna Niguel, CA

David Lightner (CRD# 2561878) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Laguna Niguel, CA and has over 29 years of experience in the finance industry.

10
Darren S. Vera Cruz
CRD#: 6663850
201 S. Lakeview, Placentia, CA 92870

Darren Vera Cruz (CRD# 6663850) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Placentia, CA and has over 7 years of experience in the finance industry.

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