Gerald Hanifan, financial advisor Ada MI

Gerald Hanifan

CRD Number: 2286666
Current Firm: Usa Financial Securities Corporation

Gerald Hanifan (CRD# 2286666) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Usa Financial Secuities Corporation Ada, MI Apr 2006 - Current 18
Estate Planning Center Morehead City, NC Jul 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S66 NASAA Uniform Combined State Law Examination Jan 2003
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gerald B. Hanifan
Phone Number: 888-407-8198
Registered State(s):
  • AL
  • CT
  • FL
  • GA
  • IA
  • MO
  • NJ
  • NC
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    269
    MILLIONS
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $192,611
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
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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