Robb Hatley Email & Phone Number

In addition to working as a Registered Representative (RR) and Investment Advisor Representative (IAR), Robb has been serving clients as a licensed mortgage professional since 1992. As a result, he brings a wealth of knowledge in investment and lending practices for residential and small commercial financing. Understanding clients’ financial picture and how all the pieces fit together allows Robb to help clients make optimal financial decisions for their unique situations. To enhance his understanding of many areas of finance and markets, Robb studied and passed the Series 6 in 1999 and added Series 7 and Series 66 examinations in 2003. As of 2023, Robb has been working closely with individuals, couples, and families for over twenty years. In June of 2023, he announced a partnership with Joshua W Tschirgi, CFP® and joined Josh’s DBA, True Path Capital Strategies, LLC. Robb and his wife Denise have been married thirty-two years and are officially empty nesters. They have a daughter, a son-in-law, and a grandson who lives in Georgia. They also have a son and soon-to-be daughter-in-law in Portland, Oregon. Robb and Denise spend their free time enjoying the outdoors, skiing, biking, and visiting the Oregon Coast. They also enjoy partaking in wine tastings throughout the Willamette Valley and beyond.Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and a registered investment adviser. Member FINRA/SIPC. True Path Capital Strategies and IFG are unaffiliated entities. For state licensing information, please visit www.truepathcs.com. Licensed to sell securities in the following states: CA, OR, WA.The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Listed skills include Customer Service, New Business Development, Sales Management, Social Media Marketing, and 14 others.