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Kenneth William Callahan

Hamilton-Bates Investment Research, Inc.

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About Kenneth William Callahan

Kenneth Callahan is an investment advisor representative associated with Hamilton-Bates Investment Research, Inc. based in RIO RANCHO, NM. Kenneth has been in the financial industry since 1986. Kenneth holds a Series 63 and Series 7 license. Kenneth specializes in providing financial services to individuals and businesses.

Firm Information

Kenneth Callahan 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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Kenneth Callahan’s Registration & Firm History

NM

01/01/2025 - Present

Hamilton-Bates Investment Research, Inc. (RIO RANCHO NM)

CA

04/30/2018 - 01/02/2020

J.K. FINANCIAL SERVICES, INC. (NORCO CA)

CA

02/12/2016 - 04/13/2018

CETERA ADVISOR NETWORKS LLC (DESERT HOT SPRINGS CA)

CA

02/04/2000 - 03/09/2016

PROEQUITIES, INC. (DESERT HOT SPRING CA)

FL

12/04/1991 - 02/04/2000

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

NA

05/26/1989 - 06/29/1992

CAMBIO SECURITIES CORPORATION

NA

11/14/1988 - 06/21/1989

DAVID, STANFORD SECURITIES

NA

05/13/1987 - 12/17/1987

FIRST INVESTMENT SECURITIES, INC.

NA

05/30/1986 - 08/31/1987

SOUTHMARK FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 05/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth William Callahan.
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