Ernest Hatley

Financial Advisor

Brad has over 20 years of financial services experience. Brad has an extensive working knowledge of retirement plans including the rules and regulations involving tax deferred savings plans as well as the North Carolina State Retirement program for public school employees. Brad has presented seminars to many people in North Carolina, educating them on ways to enjoy a more successful retirement. He has worked over the years helping his clients attain their savings and retirement goals for themselves and their families by helping them develop and follow a customized plan. Brad is a graduate of Pfeiffer College where he received a Bachelor’s of Science degree in Business Administration. He holds FINRA Series 6, 7, 63 and 65 registrations. Brad is licensed in the state of North Carolina and South Carolina for life, health, Medicare supplement and long term care insurance. He looks forward to helping you design and implement a plan that will help you achieve your personal financial goals.

Phone (704) 982-6700
Fax (704) 986-2578