David Hatcher
David Hatcher is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Cookeville, TN, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1420 Neal Street, Suite 203, Cookeville, TN, 38501
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David manages LollyBop Farm, a small farm where he raises sheep. This activity takes a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Fsc Securities Corporation
Compass Advisory Partners LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations12 states
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