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NH

Noble C. Hathaway

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CRD#: 1837972
NH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Noble Chapman Hathaway, who also goes by Noble Chapman Hathaway Jr, was a registered financial professional .

Noble is a previously registered financial professional and started their career in finance in 1988. Noble had worked at 14 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Noble Chapman Hathaway Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 11, 2012 - March 13, 2020

FINANCIAL LIFE PLANNERS

RIA
CRD#: 129415
PHOENIX, AZ
Past

February 3, 2012 - August 6, 2012

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
PRESCOTT, AZ
Past

January 13, 2012 - August 6, 2012

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
PRESCOTT, AZ
Past

September 15, 2011 - December 7, 2011

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
PEORIA, AZ
Past

August 30, 2007 - December 31, 2010

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
PEORIA, AZ
Past

April 17, 2007 - December 7, 2011

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
PEORIA, AZ
Past

July 6, 2005 - January 17, 2006

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
GLENDALE, AZ
Past

July 6, 2005 - January 17, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
GLENDALE, AZ
Past

February 23, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
GLENDALE, AZ
Past

February 22, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

December 1, 2003 - July 1, 2004

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

August 11, 2000 - December 13, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

April 30, 1999 - August 11, 2000

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

February 7, 1996 - April 22, 1999

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

February 13, 1995 - January 23, 1996

ZIONS DIRECT, INC.

BD
CRD#: 17776
SALT LAKE CITY, UT
Past

May 20, 1994 - January 24, 1995

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

August 16, 1988 - May 4, 1994

DETWILER FENTON WEALTH MANAGEMENT INC

BD
CRD#: 16063
BOSTON, MA
Past

June 16, 1988 - August 6, 1988

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

June 16, 1988 - August 6, 1988

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FL
FINANCIAL LIFE PLANNERS
FINANCIAL LIFE PLANNERS | FINANCIAL LIFE PLANNERS LLC

CRD#: 129415 / SEC#: 801-127888

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
Arizona
Registered Investment Advisory firm - (11/20/2023 Terminated)
California
Registered Investment Advisory firm - (12/20/2023 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/6/2012 Terminated)
Texas
Registered Investment Advisory firm - (11/20/2023 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2007
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FL
FINANCIAL LIFE PLANNERS
FINANCIAL LIFE PLANNERS | FINANCIAL LIFE PLANNERS LLC

CRD#: 129415 / SEC#: 801-127888

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
Arizona
Registered Investment Advisory firm - (11/20/2023 Terminated)
California
Registered Investment Advisory firm - (12/20/2023 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/6/2012 Terminated)
Texas
Registered Investment Advisory firm - (11/20/2023 Terminated)
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Contact information


Main Address
2151 E Broadway Suite 203, Tempe, AZ 85282
Mailing Address
Phone number
(480) 477-8530
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/14/2025)

Regulatory assets under management


Total Number of Accounts788
AUM (Assets Under Management)$ 174,578,704

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL LIFE PLANNERS

CRD#: 129415

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