Bo Hanson, financial advisor Franklin TN
90 score

Bo Hanson

CRD Number: 5348292
Current Firm: Preston & Cleveland Wealth Management, LLC

Bo Hanson (CRD# 5348292) is an Investment Advisor Representative working at Preston & Cleveland Wealth Management, LLC in Franklin, TN and has 1 year of experience in the finance industry. Bo Hanson 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.

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Professional Designations
Company Name Location Dates Years
Preston & Cleveland Wealth Management, LLC Mcdonough, GA Jan 2009 - Current 7
Preston & Cleveland Wealth Management, LLC Mcdonough, GA May 2008 - Dec 2008 < 1
University Of Georgia Athens, GA Aug 2006 - Dec 2008 2
Chili's Athens, GA Nov 2006 - Apr 2008 1
Northwestern Mutual Financial Network Atlanta, GA May 2007 - Dec 2007 < 1

Bo Hanson has no recent exams reported.
Contact Info for Bo B. Hanson
Phone Number: 770-898-4235
Registered State(s):
  • GA
  • TX
  • TN
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    867
    ACCOUNTS
  • Average Account Value
    $189,288
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
  • Other
Types of Clients
Registered States

CA, DE, GA, LA, MD, NE, SC, TN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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