AdFi
CE

Charles Edwin Hatch Jr

Investment Adviser Representative at INDEPENDENT ADVISOR ALLIANCE, LLC

Tallahassee, FLCRD #5581197Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Edwin Hatch has worked in the securities industry since 2008. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Florida and Georgia.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaGeorgia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/23/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/4/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Independent Advisor Alliance, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLCCurrent
8/15/2023Tallahassee, FL
INDEPENDENT ADVISOR ALLIANCE, LLCCurrent
12/5/2018Tallahassee, FL
INDEPENDENT FINANCIAL PARTNERS
10/13/201611/27/2018Tallahassee, FL
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
3/22/201010/14/2016Tallahassee, FL
ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
5/27/20098/31/2009Thomasville, GA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INDEPENDENT ADVISOR ALLIANCE, LLC

Showing 12 of 303 in the directory

View INDEPENDENT ADVISOR ALLIANCE, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Edwin Hatch Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Charles Edwin Hatch Jr - Financial Advisor in Tallahassee, FL | AdvisorFinder