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Charles Lucas Hatch

Parallel Advisors, LLC

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About Charles Lucas Hatch

Charles Lucas Hatch is a financial advisor with Parallel Advisors, LLC. Charles has been in the industry since 2003. Charles is registered to provide investment advisory services in California and Texas. He has a Series 7 and Series 66 license. Previously, Charles was employed by WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC in San Francisco, California. Charles is a dedicated professional with a strong commitment to providing personalized financial guidance and support to his clients.

Firm Information

Charles Hatch is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Hatch’s Registration & Firm History

CA

12/20/2011 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

10/18/2007 - 09/10/2009

WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)

CA

08/21/2003 - 10/03/2007

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Lucas Hatch.
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