IA
Inas R. Abas
HAMILTON-BATES INVESTMENT RESEARCH
laguna beach, CA 92651
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CRD#: 4330102
IA
Professional summary
Inas Raafat Abas is a registered financial advisor currently at HAMILTON-BATES INVESTMENT RESEARCH, INC. located in Laguna Beach, California.
Inas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Inas has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Inas Raafat Abas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 11, 2018 - Present
HAMILTON-BATES INVESTMENT RESEARCH, INC.
Office #1: 1012 Temple Hills, Laguna Beach, CA 92651RIA
CRD#: 114127
laguna beach, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/11/2018)
Exams
Current Firm
HI
HAMILTON-BATES INVESTMENT RESEARCH, INC.
HAMILTON-BATES INVESTMENT RESEARCH, INC.
CRD#: 114127 / SEC#: 801-60463
RIA
Registered Investment Advisory firm - (8/14/2012 Terminated)California
Registered Investment Advisory firm - (7/6/2012 Approved)Illinois
Registered Investment Advisory firm - (6/7/2012 Approved)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Ohio
Registered Investment Advisory firm - (9/10/2001 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/29/2012 Approved)Texas
Registered Investment Advisory firm - (8/8/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mertztown, PA
Mailing Address
Po Box 98, Mertztown, PA 19539
Phone number
(610) 421-4407
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 360 |
| AUM (Assets Under Management) | $ 55,537,100 |
Red Flags
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