Timothy
Hannah

Ameritas Advisory Services, LLC

CRD#1583473
Investment Advisor
in Sugar Land, TX

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About this Advisor

Timothy Hannah is a financial advisor based in Sugar Land, Texas, working with Ameritas Advisory Services, LLC. Timothy has previously held positions at Ameritas Investment Corp, Hannah Financial Solutions, Lone Star Advisory Group Inc, Ameritas Life Insurance Corp, and Ameritas Advisory Services, LLC. Timothy has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Timothy is part of Ameritas Advisory Services, LLC, which operates out of Sugar Land, Texas. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. 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 Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Sugar Land, TX

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

TX Average: $1,978,216,465
Total Number of Employees

545

TX Average: 226
Total Number of Accounts

39,033

TX Average: 7,467
Average Account Size

$263,605

TX Average: $264,928

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

Timothy Hannah Work History

2021 - Present (4 years)

Ameritas Advisory Services, LLC

2004 - Present (21 years)

Hannah Financial Solutions

2003 - Present (22 years)

Ameritas Investment Corp

2003 - Present (22 years)

Ameritas Life Insurance Corp

1999 - Present (26 years)

Lone Star Advisory Group Inc

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Disclosures

Please visit the SEC profile of Timothy Hannah 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 Ameritas Advisory Services, LLC

Barbara Redstone
Plano, TX
Dennis Culver
San Ramon, CA
Tyler Mainquist
Lincoln, NE
Nicholas Smith
Dallas, TX
Michael Arthurs
Folsom, CA
Jori Guzhuna
New York, NY
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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