Mark Hanna, financial advisor Concord CA
93 score

Mark Hanna

CRD Number: 1315078
Current Firm: Spc

Mark Hanna (CRD# 1315078) is an Investment Advisor Representative working at Spc in Concord, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities Ann Arbor, MI Aug 2014 - Current 2
Spc Ann Arbor, MI Mar 2005 - Current 11
Hanna Insurance Agency San Francisco, CA Oct 1996 - Current 20
Principal Mutual Life San Francisco, CA Feb 1996 - Current 20
Sammons Securities Company LLC Ann Arbor, MI Nov 2004 - Aug 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
Contact Info for Mark J. Hanna
Phone Number: 734-663-1611
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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