Dustin Hatfield, financial advisor Montgomery AL

Dustin Hatfield

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Dustin G. Hatfield
Phone Number: 317-975-7729
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    12,064
    MILLIONS
  • Total Number of Accounts
    25,421
    ACCOUNTS
  • Average Account Value
    $474,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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