Raphael
Hanna
Shp Wealth Management, LLC
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About this Advisor
Raphael Hanna is a financial advisor based in Plymouth, Massachusetts, working with Shp Wealth Management, LLC. Raphael has previously held positions at Wells Fargo Advisors Financial Network, LLC, W.B Mason, Stonehill College, Saint Joseph Prep, Burbank Wealth Management, and Shp Wealth Management, LLC. Raphael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Raphael is part of Shp Wealth Management, LLC, which operates out of Plymouth, Massachusetts. The firm has 5 offices and 46 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Shp Wealth Management, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shp Wealth Management, LLC Brokerage Details
$1,097,350,737
46
5,758
$190,578
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
- Educational seminars/workshops
Raphael Hanna Work History
Shp Wealth Management, LLC
Wells Fargo Advisors Financial Network, LLC
Burbank Wealth Management
W.B Mason
Stonehill College
Saint Joseph Prep
Disclosures
Please visit the SEC profile of Raphael 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 Shp Wealth Management, LLC
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
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