Unclaimed
Richard Elwood Hamilton is a registered investment advisor representative with Hamilton-Bates Investment Research, Inc. Richard has been in the industry since 1990 and has experience working with individual investors and businesses. Richard currently holds Series 6 and Series 63 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
PA
07/28/2000 - Present
Hamilton-Bates Investment Research, Inc. (NEWTOWN SQUARE PA)
AZ
06/28/1995 - 04/18/1996
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
TN
06/18/1993 - 05/20/1994
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
PA
09/19/1990 - 12/31/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 10/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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