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Darrell Arthur Fryer

Hamilton-Bates Investment Research, Inc.

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About Darrell Arthur Fryer

Darrell Fryer is a registered Investment Advisor Representative with Hamilton-Bates Investment Research, Inc. in SAN JUAN CAPISTRANO, CA. Darrell has been in the industry since 2007 and has experience in providing financial and investment advice to individuals, businesses, and charitable organizations. Darrell Fryer specializes in securities, investment company products and variable contracts. Darrell also works with Encore Risk Management & Insurance Services, LLC.

Firm Information

Darrell Fryer is currently registered with Hamilton-Bates Investment Research, Inc.. Hamilton-Bates Investment Research, Inc. is an investment advisor with approximately $47.97 million in regulatory assets under management. The firm provides portfolio management services for individuals and businesses. They have 535 accounts with a majority of their clients being high net worth individuals, followed by individuals other than high net worth, and charitable organizations.

$47.97M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darrell Fryer’s Registration & Firm History

CA

04/09/2018 - Present

Hamilton-Bates Investment Research, Inc. (SAN JUAN CAPISTRANO CA)

CA

05/18/2017 - 03/13/2018

SECURITIES SERVICE NETWORK, LLC (MISSION VIEJO CA)

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Licenses & Designations

BC

Issued 07/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/03/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darrell Arthur Fryer.
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