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Eric David Hatfield

HATFIELD INSURANCE & FINANCIAL SERVICES, INC.·SHERMAN OAKS, California
Clean recordHATFIELD INSURANCE & FINANCIAL SERVICES, INC.
13949 VENTURA BOULEVARD, SHERMAN OAKS, CA 91423CRD# 4576562Firm CRD# 169941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric David Hatfield · SHERMAN OAKS, CA
Registration
CRD #4576562 · HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric David Hatfield is a registered financial advisor based in SHERMAN OAKS, California, affiliated with HATFIELD INSURANCE & FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
HATFIELD INSURANCE & FINANCIAL SERVICES, INC.
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HATFIELD INSURANCE & FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4576562
Firm CRD# 169941
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric David Hatfield offer?
Eric David Hatfield specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.
What are Eric David Hatfield's credentials?
Eric David Hatfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric David Hatfield located?
Eric David Hatfield is based in SHERMAN OAKS, California, working with HATFIELD INSURANCE & FINANCIAL SERVICES, INC.. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Eric David Hatfield charge for services?
Eric David Hatfield's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HATFIELD INSURANCE & FINANCIAL SERVICES, INC.?
HATFIELD INSURANCE & FINANCIAL SERVICES, INC. has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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