Charles Hatch, financial advisor Thomasville GA
96 score

Charles Hatch

CRD Number: 5581197
Current Firm: Allen, Mooney & Barnes Investment Advisors, LLC

Charles Hatch (CRD# 5581197) is an Investment Advisor Representative working at Allen, Mooney & Barnes Investment Advisors, LLC in Thomasville, GA and has over 8 years of experience in the finance industry. Charles Hatch 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.

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Professional Designations
Company Name Location Dates Years
Barnes Capital Group Tallahassee, FL Oct 2014 - Current 2
Allen, Mooney & Barnes Investment Advisors Thomasville, GA Jun 2008 - Current 8
Herff Jones Jacksonville, FL Aug 2007 - Jun 2008 < 1
Full Time Student Gainesville, FL Aug 2001 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Charles E. Hatch
Phone Number: 866-277-1500
Firm Website:
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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