Robb
Hatley
Independent Financial Group, LLC
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About this Advisor
Robb Hatley is a financial advisor based in Gladstone, Oregon, working with Independent Financial Group, LLC. Robb has previously held positions at Pacific Coast Mortgage, Financial Benefits Resources, Securities America Advisors, Inc, Independent Financial Group, LLC, True Path Capital Strategies, Kms Financial Services, Inc, and Securities America, Inc. Robb has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Robb is part of Independent Financial Group, LLC, which operates out of Gladstone, Oregon. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robb Hatley Work History
True Path Capital Strategies
Independent Financial Group, LLC
Financial Benefits Resources
Pacific Coast Mortgage
Securities America Advisors, Inc
Securities America, Inc
Kms Finanical Services, Inc
Disclosures
Please visit the SEC profile of Robb Hatley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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