Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robb? Claim Your ProfileRobb Hatley is a financial advisor at Independent Financial Group, LLC. Robb is a registered investment advisor representative with over 20 years of experience in the financial services industry. Robb has a strong background in financial planning, portfolio management, and investment advisory services. Robb is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals. Robb is a graduate of Oregon State University and holds a Series 6, Series 7, and Series 66 license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
04/26/2022 - Present
Independent Financial Group, LLC (GLADSTONE OR)
OR
11/06/2020 - 04/22/2022
SECURITIES AMERICA, INC. (GLADSTONE OR)
OR
03/18/2004 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (GLADSTONE OR)
WA
11/23/2001 - 03/12/2004
PACIFIC WEST SECURITIES, INC. (RENTON WA)
TX
01/17/2001 - 12/17/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
GA
06/23/1999 - 01/03/2001
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 07/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robb Hatley is the right advisor for you? Invested Better is here to help.
