Piper Hanson, financial advisor Bellevue WA
93 score

Piper Hanson

CRD Number: 3148579
Current Firm: Bristlecone Advisors LLC

Piper Hanson (CRD# 3148579) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Bristlecone Advisors LLC Seattle, WA Apr 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue, WA Oct 2009 - Apr 2010 < 1
Banc Of America Investment Services, Inc. Bellevue, WA Oct 2003 - Apr 2010 6
Bank Of America, N.a. Bellevue, WA Oct 2001 - Apr 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Piper D. Hanson
Phone Number: 206-664-6813
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    994
    MILLIONS
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $4,247,663
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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