Thomas Hatfield (CRD# 2868599) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Meredith, CO and has over 26 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 1702479
Tcfg Investment Advisors, LLC
CRD# 4327629
Srs Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spectrum Wealth Management, LLC | Meredith, CO | May 2022 - Current | 1 |
| First Financial Coaching, Inc (f/k/a Your Financial Coach, Inc.) | Addison, TX | Jun 2010 - Current | 13 |
| Triad Advisors, Inc. | Norcross, GA | Feb 2010 - Dec 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- TX
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts393ACCOUNTS
-
Average Account Value$186,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, MD, PA, TX
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