Philip Hanna (CRD# 6925914) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Feb 2019 - Current | 5 |
| Thrivent Investment Management Inc. | Allen, TX | Nov 2018 - Current | 5 |
| 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 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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