Kathleen Hatch, financial advisor Boise ID
93 score

Kathleen Hatch

CRD Number: 3096862
Current Firm: Wells Fargo Advisors Financial Network, LLC

Kathleen Hatch (CRD# 3096862) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Boise, ID and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Boise, ID Aug 2011 - Current 5
Unemployed Boise, ID Jun 2010 - Aug 2011 1
Merrill Lynch Portland, OR Nov 1999 - Jun 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Kathleen R. Hatch
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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