Tripp
Hale

Hale & Doerr Wealth Management LLC

CRD#4478068
Investment Advisor
in Gulf Breeze, FL

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About this Advisor

Tripp Hale is a certified financial planner who works in Gulf Breeze, Florida who has 4 years of industry experience. Hale is currently employed by Hale & Doerr Wealth Management LLC. Throughout their career, they have worked at Active Investment Management, LLC, Ims Expert Services, Money Professionals, LLC, Hd Vest Investment Services, Hale & Doerr Wealth Management LLC, Hale And Doerr, LLC, Hd Vest Insurance Agency Inc and Hd Vest Advisory Services. Hale maintains Series 66 and Series 63 licenses, which qualify them as a securities representative, and is able to operate in Alabama and Florida. Hale & Doerr Wealth Management LLC is a financial advisory company with a branch in Gulf Breeze, Florida.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Office Location

913 Gulf Breeze Pkwy Suite 4
Gulf Breeze, FL 32561

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Tripp Hale Work History

Tripp has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Hale & Doerr Wealth Management LLC

2015 - Present (9 years)

Hale And Doerr, LLC

2016 - 2019 (3 years)

Hd Vest Insurance Agency Inc

2015 - 2019 (4 years)

Hd Vest Investment Services

2015 - 2019 (4 years)

Hd Vest Advisory Services

2014 - 2015 (1 year)

Money Professionals, LLC

2011 - 2014 (3 years)

Ims Expert Services

2009 - 2015 (6 years)

Active Investment Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tripp Hale to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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