Rachel
Molina

Hatton Investments LLC

CRD#6948048
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rachel Molina is a financial advisor based in Atlanta, Georgia. Molina is on the advisory team at Hatton Investments LLC. The advisor has gained experience at Paces Ferry Wealth Advisors, LLC, Meyn America, Integritas Investment Management, Diakoneo Capital Management, Student, Capital Investment Advisory Services, LLC, Capital Investment Group, Inc and Hatton Investments LLC. Molina holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Georgia. Hatton Investments LLC is a business that has its headquarters in Miami Beach, FL. The firm has just three people on staff. It controls $162 million in assets under management between its 396 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 396 customer accounts, 67% are held by high-net-worth investors who have at least $1 million in assets. Hatton Investments LLC performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Hatton Investments LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3372 Peachtree Road Suite 115
Atlanta, GA 30326

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hatton Investments LLC Brokerage Details

Total Assets Under Management

$162,355,432

GA Average: $1,855,561,029
Total Number of Employees

3

GA Average: 62
Total Number of Accounts

396

GA Average: 2,474
Average Account Size

$409,988

GA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Rachel Molina Work History

Rachel has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Hatton Investments LLC

2022 - 2022 (< 1 year)

Capital Investment Group, Inc

2021 - 2022 (1 year)

Capital Investment Advisory Services, LLC

2019 - 2021 (2 years)

Paces Ferry Wealth Advisors, LLC

2018 - 2018 (< 1 year)

Integritas Investment Management

2018 - 2018 (< 1 year)

Diakoneo Capital Management

2015 - 2016 (1 year)

Meyn America

2011 - 2015 (4 years)

Student

*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 Rachel Molina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hatton Investments LLC

Rachel Molina
Atlanta, GA
John Foster
Atlanta, GA
Brandon Hatton
Miami Beach, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started