Thomas
Hanna
Farther
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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
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$2,181,821,779
154
5,112
$426,804
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
Farther Finance Advisors
Charles Schwab & Co., Inc
Citi Wealth Management
Bank Of Ameirca/Merrill Lynch
Sagepoint Financial
Transamerica Financial Advisors, Inc
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.
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