Brian
Hanna
Everhart Advisors
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About this Advisor
Brian Hanna is a financial advisor based in Dublin, Ohio, working with Everhart Advisors. Brian has previously held positions at Everhart Advisors, Cambridge Investment Research, Inc, and Mid Atlantic Capital Corporation. Brian is registered to provide services in Ohio. Currently, Brian is part of Everhart Advisors, which operates out of Dublin, Ohio. The firm has 2 offices and 47 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. 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, publication of newsletters, and educational seminars. The fee structure at Everhart Advisors includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Everhart Advisors Brokerage Details
$1,445,557,781
47
4,645
$311,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian Hanna Work History
Everhart Advisors
Mid Atlantic Capital Corporation
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of Brian 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 Everhart Advisors
Dublin, OH
Dublin, OH
Miamisburg, OH
Dublin, OH
Dublin, OH
Dublin, OH
Miamisburg, OH
Fort Myers, FL
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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