Ernest Hatley, financial advisor Albemarle NC
93 score

Ernest Hatley

CRD Number: 1785554
Current Firm: Lincoln Investment

Ernest Hatley (CRD# 1785554) is an Investment Advisor Representative working at Lincoln Investment in Albemarle, NC and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning Albemarle, NC Mar 2011 - Current 5
Hatley Financial Albemarle, NC Jan 1989 - Current 27
Ernest Hatley, Independent Insurance Agent Albemarle, NC Aug 1988 - Current 28
Ing Financial Partners, Inc. Albemarle, NC Jan 2004 - Nov 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Ernest B. Hatley
Phone Number: 215-887-8111
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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