CH
Calvin J. Hatcher
TRUIST ADVISORY SERVICES
CHESAPEAKE, VA 23320
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CRD#: 3145837
CH
Professional summary
Calvin James Hatcher is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Chesapeake, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Chesapeake, Virginia.
Calvin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Calvin has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
HATCHER PARDIS REAL ESTATE INVESTMENT, LLC POSITION: Managing Partner NATURE: real estate investment INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2008 ADDRESS: , Norfolk VA , United States DESCRIPTION: Landlord HATCHER & ASSOCIATES LLC POSITION: owner/partner NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: , Norfolk VA , United States DESCRIPTION: owner CAFE MILO POSITION: Co-owner NATURE: Cafe INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: , Norfolk VA , United States DESCRIPTION: co-owner
CRS (Client Relationship Summary) - RIA
Click below to view Calvin James Hatcher's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 27, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 825 Volvo Parkway, Chesapeake, VA 23320RIA
CRD#: 283390
CHESAPEAKE, VA
Current
May 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 825 Volvo Pkwy, Chesapeake, VA 23320Office #2: 1433 Kempsville Rd, Virginia Beach, VA 23464Office #3: 5800 E Virginia Beach Blvd, Norfolk, VA 23502Office #4: 635 Lynnhaven Pkwy, Virginia Beach, VA 23452Office #5: 916 S Military Hwy, Virginia Beach, VA 23464BD
CRD#: 17499
Chesapeake, VA
Past
September 9, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
NORFOLK, VA
Past
December 1, 1998 - May 26, 2000
CRESTAR SECURITIES CORPORATION
BD
CRD#: 17464
RICHMOND, VA
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/9/2018)
RR
California(3/14/2024)
RR
District of Columbia(4/5/2011)
RR
Florida(6/9/2008)
RR
Georgia(5/18/2011)
RR
Illinois(7/13/2007)
RR
Indiana(6/25/2018)
RR
Maryland(2/5/2008)
RR
Massachusetts(9/7/2017)
RR
Michigan(12/20/2011)
RR
Mississippi(2/18/2014)
RR
New Jersey(7/27/2015)
RR
New York(12/21/2010)
RR
North Carolina(5/26/2000)
RR
Ohio(7/9/2019)
RR
Oregon(9/22/2022)
RR
Pennsylvania(6/21/2016)
RR
Rhode Island(6/22/2018)
RR
South Carolina(9/7/2017)
RR
Tennessee(9/7/2017)
RR
Texas(9/12/2025)
IAR
Texas(10/8/2025)
RR
Virginia(5/26/2000)
IAR
Virginia(9/27/2016)
RR
Washington(9/7/2017)
RR
Wisconsin(6/25/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
