David HattonCRD Number: 1928275
Current Firm: Cambridge Investment Research Advisors, Inc.
David Hatton (CRD# 1928275) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry.
Uma Financial Services Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2006 - Current||11|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2006 - Current||11|
|First Western Advisors||Salt Lake City, UT||Feb 1989 - Sep 2006||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 1994|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- 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