David Harlan Hatch
Investment adviser representative at Newport Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$262.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Centaurus Financial Inc.Sep 2019 to now
- Newport Wealth Advisors, Inc.Aug 2019 to now
- Investacorp Advisory ServicesAug 2016 to Aug 2019
- Investacorp IncAug 2016 to Aug 2019
- John Stokes FinancialAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newport Wealth Advisors, Inc.
$262.6MAssets managed
1,193Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5211012
- Firm CRD
- 137159