Sydney Hansen (CRD# 7373452) is an Investment Advisor Representative working at Advice And Planning Services in Concord, NC and has over 2 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa | Concord, NC | Jun 2021 - Current | 2 |
Tiaa-cref Individual & Institutional Services, LLC | Concord, NC | Jun 2021 - Current | 2 |
H&r Block | Harrisburg, NC | Dec 2020 - Jun 2021 | < 1 |
Unc Chapel Hill | Chapel Hill, NC | Aug 2017 - Feb 2021 | 3 |
Unc Chapel Hill | Durham, NC | Aug 2017 - Dec 2020 | 3 |
Tiaa | Charlotte, NC | Jun 2019 - Aug 2020 | 1 |
Jesse Helms Center Foundation | Wingate, NC | Apr 2018 - Jul 2018 | < 1 |
Student | Midland, NC | Jan 2011 - Aug 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- NC
-
Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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