Morgan HatfieldCRD Number: 5557384
Current Firm: Ruggie Wealth Management
Morgan Hatfield (CRD# 5557384) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 7 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Rwm Asset Management||Tavares, FL||Jan 2015 - Current||3|
|Ruggie Wealth Management||Tavares, FL||May 2014 - Current||3|
|401k Generation||Tavares, FL||Aug 2010 - May 2014||3|
|Ruggie Wealth Management||Tavares, FL||Jun 2008 - Aug 2010||2|
|Pugh's Drycleaners||Eustis, FL||Jul 2001 - Sep 2008||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management492MILLIONS
Total Number of Accounts1,837ACCOUNTS
Average Account Value$267,886
- 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)
- Publication of periodicals or newsletters
CA, FL, GA, LA, NC, SC, TX