DH
Donald L. Hatcher
SOLUTIONS 4 WEALTH
Southlake, TX 76092
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CRD#: 7026308
DH
Professional summary
Donald Lee Hatcher is a registered financial advisor currently at SOLUTIONS 4 WEALTH located in Southlake, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Donald has worked at 1 firm and has passed the Series 65 exam.
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.
1) Advanced Planning, Inc.; Investment-Related; SouthLake, TX; insurance sales and service; Owner/Insurance Agent; Start: 08/2018; 48 hours per month; 24 during securities trading hours; Duties are to direct and oversee all administrate duties. Implement office policies and procedures, supervise administrative and sales staff, generate sales leads, explain various insurance policies to current and prospective clients, and guide clients on selecting appropriate products and coverage to meet client needs. 2) Sable LLC; Member; Start: 02/2019; not investment related; Southlake, TX; 20 hours per month; 5 during securities trading 3) Prestige Consulting Group, LLC; Non Investment-Related; Southlake, TX; Real Estate Consulting; President; 8/2022; 30 hrs/mo; 10 hrs/mo during securities trading hours; Duties are analysis of real estate properties for clients including profitability, sale, development, and/or improvements.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Lee 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
October 10, 2018 - Present
SOLUTIONS 4 WEALTH
Office #1: 566 North Kimball Ave Suite 120, Southlake, TX 76092RIA
CRD#: 143248
Southlake, TX
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".
S4
SOLUTIONS 4 WEALTH
SOLUTIONS 4 WEALTH | SOLUTIONS 4 WEALTH, LTD
CRD#: 143248 / SEC#: 801-121358
RIA
Registered Investment Advisory firm - (5/29/2021 Approved)Florida
Registered Investment Advisory firm - (6/10/2021 Terminated)South Carolina
Registered Investment Advisory firm - (6/10/2021 Terminated)Texas
Registered Investment Advisory firm - (6/10/2021 Terminated)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.Highlighted states indicate IAR registrations
IAR
Texas(10/10/2018)
Current Firm
S4
SOLUTIONS 4 WEALTH
SOLUTIONS 4 WEALTH | SOLUTIONS 4 WEALTH, LTD
CRD#: 143248 / SEC#: 801-121358
RIA
Registered Investment Advisory firm - (5/29/2021 Approved)Florida
Registered Investment Advisory firm - (6/10/2021 Terminated)South Carolina
Registered Investment Advisory firm - (6/10/2021 Terminated)Texas
Registered Investment Advisory firm - (6/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
566 North Kimball Ave Suite 120, Southlake, TX 76092
Mailing Address
Phone number
(817) 934-7010
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 661 |
| AUM (Assets Under Management) | $ 173,592,028 |
Red Flags
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