Tripp Hale, financial advisor Gulf Breeze FL

Tripp Hale

CRD Number: 4478068
Current Firm: Hale & Doerr Wealth Management LLC

Tripp Hale (CRD# 4478068) is an Investment Advisor Representative working at Hale & Doerr Wealth Management LLC in Gulf Breeze, FL and has over 16 years of experience in the finance industry. Tripp Hale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Alicia Ahern, financial advisor Gulf Breeze FL
Alicia K. Ahern
CRD# 1672337
Ameriprise Financial Services, LLC
Similar Advisors
Brett Akers, financial advisor Gulf Breeze FL
Brett J. Akers
CRD# 5194535
Fsa Investment Group, LLC
Similar Advisors
Nafees Alam, financial advisor Gulf Breeze FL
Nafees Alam
CRD# 5739032
Familywealth
Professional Designations
Company Name Location Dates Years
Hale & Doerr Wealth Management LLC Gulf Breeze, FL Oct 2019 - Current 4
Hale And Doerr, LLC Gulf Breeze, FL Jan 2015 - Current 9
Hd Vest Insurance Agency Inc. Irving, TX Jun 2016 - Oct 2019 3
Hd Vest Investment Services Pensacola, FL Oct 2015 - Oct 2019 4
Hd Vest Advisory Services Pensacola, FL Sep 2015 - Oct 2019 4
Money Professionals, LLC Pensacola, FL Mar 2014 - Sep 2015 1
Active Investment Management, LLC Pensacola, FL Jul 2009 - Sep 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
S63 Uniform Securities State Law Examination Apr 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tripp C. Hale
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $243,246
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

AL, FL, TX

Ready to hire a financial advisor? Get competitive proposals from Tripp Hale and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.