Brian Hanks (CRD# 5681020) is an Investment Advisor Representative working at Hanks Capital Management, LLC in Draper, UT and has over 10 years of experience in the finance industry. Brian Hanks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hanks Capital Management, LLC | Meridian, ID | Jun 2013 - Current | 10 |
| Practice Financial Group | Jacksonville, OR | Dec 2014 - Dec 2017 | 3 |
| Bank Of America | Charolotte, NC | Jun 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- ID
- TX
- UT
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$149,784
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
ID, TX, UT
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