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.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 6424586
Global Retirement Partners LLC
CRD# 2238419
Lpl Financial LLC
| 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 |
- CA
-
Total Assets Under Management468MILLIONS
-
Total Number of Accounts518ACCOUNTS
-
Average Account Value$904,051
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, OR, TX
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