Avantax Advisory Services
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About this Advisor
James Hatcher is a financial advisor based out of Bluffton, South Carolina with 13 years of relevant experience. Hatcher is on the advisory team at Avantax Advisory Services. Over the course of their career, they have held roles at Wachovia Securities, LLC, Avantax Investment Services, Inc and Atlantic Asset Management. Hatcher holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Carolina. Avantax Advisory Services is a financial advisory company headquartered in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It handles $31 billion in assets between its 123,393 customer accounts, placing it among the largest firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Avantax Advisory Services provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Avantax Advisory Services can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
James Hatcher Work History
James has been registered as a financial advisor for 13 years.*
Wachovia Securities, LLC
Avantax Investment Services, Inc
Atlantic Asset Management
*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.
Please visit the SEC profile of James Hatcher 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 Avantax Advisory Services
Ann Arbor, MI
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