Jeffrey Hatfield, financial advisor Diamond Bar CA
93 score

Jeffrey Hatfield

CRD Number: 1984720
Current Firm: Woodbury Financial Services, Inc.

Jeffrey Hatfield (CRD# 1984720) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Diamond Bar, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Fortis Investors, Inc. Huntington Beach, CA Aug 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Jeffrey F. Hatfield
Phone Number: 800-800-2638
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, 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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