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David Harlan Hatch

Newport Wealth Advisors, Inc.

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About David Harlan Hatch

David Hatch is a financial advisor with over 14 years of experience in the industry. He is currently registered with Newport Wealth Advisors, Inc. in Newport Beach, CA, and has previously been registered with Investcorp, Inc., Westpark Capital, Inc., Newport Coast Securities, Inc., J.P. Morgan Securities LLC, and Edward Jones. David offers financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

David Hatch is currently registered with Newport Wealth Advisors, Inc.. Newport Wealth Advisors, Inc. is a registered investment advisor based in Newport Beach, CA. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and businesses. They manage approximately $140.41 million in assets for 943 clients.
Newport Wealth Advisors, Inc.

4695 MACARTHUR COURT

NEWPORT BEACH, CA 92660

$140.41M

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Negotiated

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David Hatch’s Registration & Firm History

CA

08/30/2019 - Present

Newport Wealth Advisors, Inc. (NEWPORT BEACH CA)

CA

08/04/2016 - 09/26/2019

INVESTACORP, INC. (SAN DIEGO CA)

CA

07/15/2016 - 08/19/2016

WESTPARK CAPITAL, INC. (Irvine CA)

CA

10/12/2015 - 07/20/2016

NEWPORT COAST SECURITIES, INC. (IRVINE CA)

CA

09/08/2014 - 11/05/2014

J.P. MORGAN SECURITIES LLC (FOUNTAIN VALLEY CA)

CA

10/18/2006 - 10/03/2012

EDWARD JONES (COSTA MESA CA)

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Licenses & Designations

BOTH

Issued 12/07/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Harlan Hatch. Review regulatory record here.
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