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Eric B

Series 63, Series 65

Laguna Hills, CA

Hamilton-Bates Investment Research, Inc.

Eric Bell is a financial advisor at Hamilton-Bates Investment Research, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Private Wealth Advisors LLC and Park Avenue Securities. Outside of advising, he serves on the board of the Small Business Development Corporation of Orange County, is president of African Wealth Management, Inc., and leads a nonprofit focused on developing an assisted living facility in Kenya. Hamilton-Bates Investment Research, Inc. provides asset management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation techniques across discretionary and model-based portfolio programs.

Passive / index investing Active portfolio management Tax-loss harvesting
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