Thomas HatfieldCRD Number: 239688
Current Firm: Spectrum Wealth Management, LLC
Thomas Hatfield (CRD# 239688) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Addison, TX and has over 23 years of experience in the finance industry. Thomas Hatfield 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Spectrum Wealth Management, LLC||Meredeth, CO||May 2022 - Current||< 1|
|First Financial Coaching, Inc (f/k/a Your Financial Coach, Inc.)||Mt. Clemens, MI||Feb 2010 - Current||12|
|Triad Advisors, Inc.||Norcross, GA||Feb 2010 - Dec 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
Total Assets Under Management68MILLIONS
Total Number of Accounts399ACCOUNTS
Average Account Value$170,741
- 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
- Selection of other advisers (including private fund managers)
CO, MD, PA, TX
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