David Hatter (CRD# 2767678) is an Investment Advisor Representative working at Arista Consulting Group in Big Sky, MT and has over 20 years of experience in the finance industry.
CRD# 2128068
Bibler Financial Group
CRD# 1048287
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arista Advisory Group, LLC | Big Sky, MT | Mar 2018 - Current | 6 |
| Lpl Financial LLC | Alpharetta, GA | Nov 2013 - Current | 10 |
| Arista Consulting Group | Big Sky, MT | Jan 2010 - Current | 14 |
| Global Retirement Partners LLC | San Rafael, CA | Sep 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
| S63 | Uniform Securities State Law Examination | Jan 2015 |
- AL
- GA
- MT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, GA, MT
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