Neill B Hatcher
Professional Summary
Neill B Hatcher, who also goes by Neill Bickerstaff Hatcher, is a registered financial advisor currently at INNOVATIVE ADVISORY PARTNERS, LLC located in Hixson, Tennessee. Neill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Neill has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
Other Aliases
Neill Bickerstaff Hatcher
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
BRIDGETOWN INVESTMENT COUNSEL | SOLOMONWOOD FINANCIAL ADVISORS | INNOVATIVE ADVISORY PARTNERS, LLC | FRANKLIN WEALTH MANAGEMENT, LLC | FRANKLIN WEALTH MANAGEMENT, L.L.C. | FRANKLIN WEALTH MANAGEMENT | FINANCIAL EDUCATORS NETWORK OF EAST TENNESSEE
Contact Information
Main Address
4700 Hixson Pike, Hixson, TN 37343-4806Phone Number
(423) 870-2140# of Employees
8SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,352AUM (Assets Under Management)
$352,100,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BRIDGETOWN INVESTMENT COUNSEL | SOLOMONWOOD FINANCIAL ADVISORS | INNOVATIVE ADVISORY PARTNERS, LLC | FRANKLIN WEALTH MANAGEMENT, LLC | FRANKLIN WEALTH MANAGEMENT, L.L.C. | FRANKLIN WEALTH MANAGEMENT | FINANCIAL EDUCATORS NETWORK OF EAST TENNESSEE
State Registrations and Notice Filings
(4/30/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Neill B Hatcher's CRS (Customer Relationship Summary).
Services Offered by Neill
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
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