Thomas Hatfield, financial advisor Houston TX

Thomas Hatfield

CRD Number: 6810733
Current Firm: Brasada Capital Management, LP

Thomas Hatfield (CRD# 6810733) is an Investment Advisor Representative working at Brasada Capital Management, LP in Houston, TX and has over 6 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Brasada Capital Management, LP Houston, TX Sep 2022 - Current 1
Pacer Financial, Inc. Malvern, PA Sep 2020 - Sep 2022 2
Jackson National Life Distributors Franklin, TN Jun 2017 - Sep 2020 3
Unemployed Lexington, KY Dec 2016 - Jun 2017 < 1
Home City Ice Louisville, KY Dec 2016 - Dec 2016 < 1
Unemployed Lexington, KY Aug 2016 - Dec 2016 < 1
Home City Ice Louisville, KY May 2016 - Aug 2016 < 1
University Of Kentucky Office Of Residence Life Lexington, KY Aug 2015 - May 2016 < 1
Republic Bank Louisville, KY May 2015 - Aug 2015 < 1
University Of Kentucky Office Of Residence Life Lexington, KY Aug 2014 - May 2015 < 1
Republic Bank Louisville, KY May 2014 - Aug 2014 < 1
University Of Kentucky Office Of Residence Life Lexington, KY Jan 2014 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2023
S63 Uniform Securities State Law Examination Aug 2017
Contact Info for Thomas C. Hatfield
Phone Number: 713-630-8390
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    691
    MILLIONS
  • Total Number of Accounts
    903
    ACCOUNTS
  • Average Account Value
    $764,686
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

TX

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