Unclaimed Profile

Eric David Hatfield

HATFIELD INSURANCE & FINANCIAL SERVICES, INC.·SHERMAN OAKS, California

Series 7, Series 66ChFCClean record23 years registeredHATFIELD 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. · 23 years registered

Brand Profile

Not yet started

Career History

HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

Jan 2014 – present

NEW ENGLAND SECURITIES CORPORATION

Dec 2011 – Feb 2014

SHERMAN OAKS, CA

MML INVESTORS SERVICES, LLC

Jan 2003 – Dec 2011

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 2, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

CRD 169941 · SEC 801-79041

AUM

$31M

Regulatory assets under management

Employees

215 client accounts

Services offered by HATFIELD INSURANCE & FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HATFIELD INSURANCE & FINANCIAL SERVICES, INC. →

Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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