Hannah Perry (CRD# 6291110) is an Investment Advisor Representative working at Crestmont Private Wealth LLC in Boerne, TX and has over 5 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
CRD# 822926
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crestmont Private Wealth, LLC | Boerne, TX | Jan 2021 - Current | 3 |
| Crestmont Private Wealth LLC | Austin, TX | May 2019 - Jan 2021 | 1 |
| Avondale Wealth Management LLC | Austin, TX | Mar 2019 - Sep 2019 | < 1 |
| Avondale Wealth Management, LLC | Austin, TX | Jun 2017 - Mar 2019 | 1 |
| Denham And Lillich Wealth Management | Baton Rouge, LA | Jan 2014 - May 2017 | 3 |
| Louisiana State University | Baton Rouge, LA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- TX
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$416,645
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, LA, TX
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