Toni Hanna (CRD# 3132688) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Delta, CO and has over 18 years of experience in the finance industry.
CRD# 4721243
State Farm Investment Management Corp.
CRD# 6916789
Edward Jones
CRD# 5614989
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| King Wealth Solutions, LLC | Delta, CO | Jan 2017 - Current | 7 |
| Raymond James Financial Services Advisors, Inc. | Delta, CO | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Delta, CO | Aug 2003 - Current | 20 |
| Not Provided | Crawford, CO | Nov 2012 - Nov 2023 | 11 |
| King Financial Services LLC | Delta, CO | Sep 2003 - Dec 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- CO
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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