James
Hannan
Kestra Advisory Services, LLC
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About this Advisor
James Hannan is a financial advisor operating in Bethesda, Maryland. Hannan is currently employed by Kestra Advisory Services, LLC. During their career, Hannan has held roles at Marbury Wealth Management, Hess Energy Marketing, The Meltzer Group, Nfp Advisor Services, LLC, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Hannan holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland. Kestra Advisory Services, LLC is a financial advisory business that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 financial advisors. It manages $42 billion in total assets among its 140,407 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Kestra Advisory Services, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which services the firm provides the client. Fees billed by Kestra Advisory Services, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Hannan Work History
James has been registered as a financial advisor for 0 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
The Meltzer Group
Nfp Advisor Services, LLC
Hess Energy Marketing
Marbury Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Hannan 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 Kestra Advisory Services, LLC
Lutherville Timonium, MD
Flagstaff, AZ
Saint Paul, MN
Charlotte, NC
Cushing, TX
Austin, TX
Grand Rapids, MI
Saint Augustine, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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