John Hancock Advisers, LLC

Investment Advisor
in Frankin, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Walter Small is a financial advisor who works in Frankin, Tennessee, who has been in the financial industry for 13 years. Small works at John Hancock Advisers, LLC. Over the course of their career, Small has held roles at Axa Distributors, LLC, Lincoln Financial Distributors, Inc, John Hancock Advisers, LLC, John Hancock Funds and John Hancock. Small maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Massachusetts and Tennessee. John Hancock Advisers, LLC is a registered investment firm operating in Frankin, Tennessee. It manages $183 billion in assets across its 756 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. John Hancock Advisers, LLC offers a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial advisory services largely are based on the type of services provided. However, fees charged by John Hancock Advisers, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets



Office Location

Frankin, TN

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

John Hancock Advisers, LLC Brokerage Details

Total Assets Under Management


TN Average: $16,012,751,954
Total Number of Employees


TN Average: 118
Total Number of Accounts


TN Average: 4,567
Average Account Size


TN Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Walter Small Work History

Walter has 14 years of experience.

2018 - Present (2 years)

John Hancock Advisers, LLC

2017 - Present (3 years)

John Hancock Funds

2017 - Present (3 years)

John Hancock

2010 - 2016 (6 years)

Lincoln Financial Distributors, Inc

2006 - 2010 (4 years)

Axa Distributors, LLC


Walter Small has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at John Hancock Investment Management, LLC

Isaac Sham
Boston, MA
Jonathan Hunter
Sacramento, CA
Kevin Brady
Boston, MA
Mark Flinn
Boston, MA
Ryan Ulrich
Boston, MA
Matthew Riopelle
Tempe, AZ
Daniel Moyer
Tempe, AZ
William Breen
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started