Brian Hanna, financial advisor Dublin OH

Brian Hanna

CRD Number: 2952333
Current Firm: Everhart Advisors

Brian Hanna (CRD# 2952333) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Everhart Advisors Dublin, OH Sep 2007 - Current 16
Mid Atlantic Capital Corporation Dublin, OH Dec 2015 - Mar 2020 4
Cambridge Investment Research, Inc. Fairfield, IA Feb 2007 - Dec 2015 8

Brian Hanna has no recent exams reported.
Contact Info for Brian J. Hanna
Phone Number: 614-717-9705
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,085
    MILLIONS
  • Total Number of Accounts
    4,100
    ACCOUNTS
  • Average Account Value
    $264,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

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