NH
CFP
NH
CFP

Needham Hatcher

25 Years of Experience
Albany, GA
1 DisclosureBroker

Needham Hatcher is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Albany, GA, with 25 years of industry experience. Needham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

2900 Old Dawson Rd, Albany, GA, 31721-1516

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History

Regulatory History (1)
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Criminal
September 1993
Final Disposition
Other Business Activities

Needham is an executive board member for Hatcher since February 2024. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2022 - Present · 3 yrs 9 mos
Ameriprise Financial Services, LLC
July 2022 - Present · 3 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC
September 2011 - August 2022 · 10 yrs 11 mos
LPL Financial LLCBroker
September 2011 - August 2022 · 10 yrs 11 mos
Synovus Securities, INC.
February 2006 - September 2011 · 5 yrs 7 mos
Synovus Securities, INC.Broker
January 2005 - September 2011 · 6 yrs 8 mos
Suntrust Securities, INC.Broker
October 2003 - December 2004 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
November 1999 - June 2002 · 2 yrs 7 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
June 1998 - October 1998 · 4 mos
State Registrations11 states
ALCACOFLGANCOKPASCTNVA
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.