Thomas
Hanna

Farther

CRD#6497148
Investment Advisor
in Riverside, CA

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About this Advisor

Thomas Hanna is a financial advisor based in Riverside, California, working with Farther. Thomas has previously held positions at Transamerica Financial Advisors, Inc, Sagepoint Financial, Bank Of America/Merrill Lynch, Charles Schwab & Co., Inc, Citi Wealth Management, and Farther Finance Advisors. Thomas has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Thomas is part of Farther, which operates out of Riverside, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Riverside, CA

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CA Average: $7,578,581,321
Total Number of Employees

154

CA Average: 43
Total Number of Accounts

5,112

CA Average: 3,727
Average Account Size

$426,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Thomas Hanna Work History

2024 - Present (1 year)

Farther Finance Advisors

2019 - 2024 (5 years)

Charles Schwab & Co., Inc

2017 - 2019 (2 years)

Citi Wealth Management

2016 - 2019 (3 years)

Bank Of Ameirca/Merrill Lynch

2015 - 2016 (1 year)

Sagepoint Financial

2014 - 2015 (1 year)

Transamerica Financial Advisors, Inc

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Disclosures

Please visit the SEC profile of Thomas Hanna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Robert Kelly
San Francisco, CA
Christian Pierce
Brooklyn, NY
Darren Ting
San Francisco, CA
Kyra Gayle Luu
Las Vegas, NV
Jonathon Mason
Cincinnati, OH
Matthew Giller
Wilton, CT
Christine Thibodeaux
San Rafael, CA
Michael Desantis
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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