Philip Hanna, financial advisor Allen TX

Philip Hanna

CRD Number: 6925914
Current Firm: Thrivent Investment Management Inc.

Philip Hanna (CRD# 6925914) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Feb 2019 - Current 3
Thrivent Investment Management Inc. Allen, TX Nov 2018 - Current 3
Thrivent Financial Appleton, WI Jan 2019 - Feb 2019 < 1
Lyft Allen, TX Jan 2018 - Jan 2019 1
Secrets Vodka LLC Allen, TX Jan 2011 - Jan 2019 8
Ebay - Designbolt Allen, TX Nov 2003 - Jan 2019 15
Jp Morgan Securities, LLC Plano, TX Mar 2018 - Sep 2018 < 1
New York State Common Retirement Fund Albany, NY Jan 2015 - Dec 2016 1
Jp Morgan Chase Bank, N.a. Dallas, TX Sep 2011 - Jan 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S65 NASAA Investment Advisors Law Examination Dec 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Philip I. Hanna
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    13,498
    MILLIONS
  • Total Number of Accounts
    36,159
    ACCOUNTS
  • Average Account Value
    $373,299
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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