Michael Hathaway, financial advisor Fairfield CA

Michael Hathaway

CRD Number: 2945759
Current Firm: Epsilon Financial Group, Inc.

Michael Hathaway (CRD# 2945759) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Epsilon Financial Group Fairfield, CA Oct 2018 - Current 4
The Prudential Insurance Company Of America San Jose, CA Apr 2018 - Aug 2018 < 1
Pruco Securities, LLC San Jose, CA Dec 2017 - Aug 2018 < 1
Self Employed San Jose, CA Jun 2013 - Sep 2017 4
Tessera Technologies San Jose, CA Oct 2007 - May 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Michael J. Hathaway
Phone Number: 707-428-5500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    468
    MILLIONS
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $904,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, OR, TX

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