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Eric Charles Bell

Hamilton-Bates Investment Research, Inc.

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About Eric Charles Bell

Eric Charles Bell is a Registered Representative associated with Hamilton-Bates Investment Research, Inc. Bell has been in the industry since February 2015. He has earned licenses in both the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Bell has several other business interests, including being an Independent Insurance Agent, a Real Estate Broker, a Board Member of the Small Business Development Corporation of OC, and the President of African Wealth Management, Inc. and Kanyiri-Bell Upendo.

Firm Information

Eric Bell 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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Eric Bell’s Registration & Firm History

CA

01/14/2025 - Present

Hamilton-Bates Investment Research, Inc. (DOVE CANYON CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Charles Bell.
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