Anthony Hatfield-O'hern, financial advisor Charlotte NC
88 score

Anthony Hatfield-O'hern

CRD Number: 6401392
Current Firm: Newport Group Securities, Inc.

Anthony Hatfield-O'hern (CRD# 6401392) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Newport Group, Inc. Heathrow, FL Jul 2015 - Current 1
Newport Group Securities, Inc. Heathrow, FL Jul 2015 - Current 1
Intercarolina Financial Services, Inc. Greensboro, NC Jun 2015 - Jul 2015 < 1
Mpay, Inc. Huntersville, NC Apr 2014 - Jun 2015 1
Wells Fargo Bank, N.a. Charlotte, NC Oct 2013 - Apr 2014 < 1
Nc Department Of Cultural Resources Kure Beach, NC May 2013 - Aug 2013 < 1
Unc-wilmington & Residence Life Wilmington, NC Sep 2009 - May 2013 3
Student Wilmington, NC Apr 2004 - May 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2016
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Anthony J. Hatfield-O'hern
Phone Number: 407-333-2905
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    23,100
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $137,500,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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