Roderick Latta (CRD# 1423978) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Fort Worth, TX and has over 38 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hamilton-bates Investment Research, Inc. | Fort Worth, TX | Jun 2020 - Current | 3 |
| Intrusco Associates, Inc. | Ft. Worth, TX | Oct 1995 - Current | 28 |
| Intrusco Financial Services LLC | Fort Worth, TX | Sep 2015 - Jun 2020 | 4 |
| Proequities, Inc. | Ft. Worth, TX | Jul 2001 - Sep 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- TX
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts535ACCOUNTS
-
Average Account Value$89,662
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, PA, TX
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