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Richard Elwood Hamilton

Hamilton-Bates Investment Research, Inc.

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About Richard Elwood Hamilton

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.

Firm Information

Richard Hamilton 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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Richard Hamilton’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Elwood Hamilton.
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