James David Hatcher

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → 09/2025
  Avantax Investment Services, Inc.
  Bluffton, SC
• 08/2003 → Present
  Atlantic Asset Management
  Bluffton, SC
• 08/2003 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Bluffton, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rosman, NC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-06 → 2025-09-05
  Avantax Advisory Services
  Bluffton, SC
  Roseman, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-16
• S63 Uniform Securities Agent State Law Examination
  1996-09-18

Other Names

• J David Hatcher
• Charlie Hatcher
• Dave Hatcher