James HattonCRD Number: 4522101
Current Firm: Hatton Consulting, Inc.
James Hatton (CRD# 4522101) is an Investment Advisor Representative working at Hatton Consulting, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry. James Hatton 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.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Hatton Consulting, Inc.||Phoenix, AZ||Oct 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Total Assets Under Management215MILLIONS
Total Number of Accounts536ACCOUNTS
Average Account Value$400,880
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, IL, MI, NE, TX