John Hanna, financial advisor Atlanta GA
90 score

John Hanna

CRD Number: 5944062
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

John Hanna (CRD# 5944062) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA May 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Aug 2014 - Current 2
Unemployed Atlanta, GA Jul 2014 - Aug 2014 < 1
Suntrust Robinson Humphrey Atlanta, GA Jun 2012 - Jul 2014 2
University Of Georgia Athens, GA Aug 2011 - May 2012 < 1
Bank Of Americ Merrill Lynch New York City, NY Jun 2011 - Aug 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York City, NY Jun 2011 - Aug 2011 < 1
University Of Georgia Athens, GA Aug 2010 - May 2011 < 1
Firstpro Inc. Atlanta, GA May 2010 - Aug 2010 < 1
University Of Georgia Athens, GA Aug 2008 - May 2010 1
Caldera Capital LLC Atlanta, GA Jun 2008 - Aug 2008 < 1
Holy Spirit Preparatory School Altanta, GA Aug 2001 - May 2008 6
Children's Healthcare Of Atlanta Altanta, GA Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for John D. Hanna
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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