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Roderick Michael Latta

Hamilton-Bates Investment Research, Inc.

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About Roderick Michael Latta

Roderick Latta has been in the financial services industry since 1986. Roderick is currently registered as an Investment Advisor Representative with Hamilton-Bates Investment Research, Inc. Roderick is also a licensed insurance agent and owns Intruco Associates, Inc. Roderick has extensive experience in portfolio management for individuals and businesses. Roderick has also worked for Proequities, Inc. and American General Securities Incorporated in the past. Roderick holds Series 6, 63, 65 and 26 licenses.

Firm Information

Roderick Latta 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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Roderick Latta’s Registration & Firm History

TX

06/10/2020 - Present

Hamilton-Bates Investment Research, Inc. (FORT WORTH TX)

TX

07/03/2001 - 10/14/2015

PROEQUITIES, INC. (FORT WORTH TX)

AZ

08/11/1986 - 07/10/2001

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

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Licenses & Designations

IA

Issued 08/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roderick Michael Latta.
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