SH
CFP
SH
CFP

Sandra Hatch

29 Years of Experience
Fancy Gap, VA
Broker

Sandra Hatch is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fancy Gap, VA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Fancy Gap, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Raymond James & Associates, INC.
May 2021 - January 2026 · 4 yrs 8 mos
Northwestern Mutual Investment Services,llc
April 2012 - July 2020 · 8 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 2003 - July 2020 · 16 yrs 10 mos
Prime Capital Services, INC.Broker
November 2001 - September 2002 · 10 mos
Questar Capital CorporationBroker
January 1999 - July 2001 · 2 yrs 6 mos
Hornor, Townsend & Kent, INC.Broker
April 1998 - January 1999 · 9 mos
Cambridge Investment Research, INC.Broker
May 1997 - March 1998 · 10 mos
Locust Street Securities, INC.Broker
June 1996 - May 1997 · 11 mos
Waddell & Reed, INC.Broker
April 1994 - May 1996 · 2 yrs 1 mo
State Registrations1 state
VA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sandra Hatch - Financial Advisor | TrueAdvisor