Dustin HatfieldCRD Number: 7062329
Current Firm: Sanctuary Advisors, LLC
Dustin Hatfield (CRD# 7062329) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Montgomery, AL and has over 2 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
|Sanctuary Securities, Inc.||Montgomery, AL||Aug 2022 - Current||< 1|
|Sanctuary Advisors, LLC||Montgomery, AL||Aug 2022 - Current||< 1|
|Ubs Financial Services Inc.||Montgomery, AL||Feb 2019 - Aug 2022||3|
|Unemployed||Wetumpka, AL||Jan 2019 - Jan 2019||< 1|
|Full-time Education||Montgomery, AL||Oct 2018 - Dec 2018||< 1|
|Cygnal, LLC||Montgomery, AL||Jan 2018 - Sep 2018||< 1|
|Auburn University At Montgomery||Montgomery, AL||Oct 2016 - Dec 2017||1|
|Full-time Education||Montgomery, AL||Jun 2016 - Sep 2016||< 1|
|Winn-dixie||Wetumpka, AL||Feb 2015 - May 2016||1|
|Winn-dixie||Wetumpka, AL||Nov 2013 - Jan 2015||1|
|Winn-dixie||Wetumpka, AL||Jun 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management12,064MILLIONS
Total Number of Accounts25,421ACCOUNTS
Average Account Value$474,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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