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Philomena Hatcher

19 Years of Experience
Snellville, GA
Broker

Philomena Hatcher is a registered investment advisor at Cetera Investment Advisers LLC, based in Snellville, GA, with 19 years of industry experience. Philomena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Snellville, GA

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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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Other Business Activities

Philomena is a partner in Ridgeline Realty Holdings, LLC, owning rental properties since 2012. This real estate activity requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
March 2006 - Present · 20 yrs 4 mos
Cetera Advisors LLCBroker
March 2006 - Present · 20 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
June 2006 - March 2024 · 17 yrs 9 mos
State Registrations1 state
GA
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.
Philomena Hatcher - Financial Advisor | TrueAdvisor