Hannah Tackett, financial advisor Portland ME
88 score

Hannah Tackett

CRD Number: 6285272
Current Firm: Mid Atlantic Financial Management, Inc.

Hannah Tackett (CRD# 6285272) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Portland, ME and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Capital Corporation Portland, ME Apr 2014 - Current 2
Penonscot Financial Advisors Portland, ME Jan 2014 - Current 2
Ing Financial Partners, Inc. Portland, ME Jan 2014 - Apr 2014 < 1
Mas Home Care Westbrook, ME Nov 2013 - Dec 2013 < 1
Black Point Inn Scarborough, ME Jul 2013 - Nov 2013 < 1
Unum Life Insurance Company Portland, ME May 2011 - Sep 2013 2
Portland Country Club Falmouth, ME May 2010 - May 2011 1
Messiah College Grantham, PA Sep 2008 - May 2010 1
University Of Southern Maine Portland, ME Jan 2008 - Sep 2008 < 1
Eastern University St Davids, ME Sep 2006 - Jan 2008 1
Shaws Supermarket Falmouth, ME Feb 2003 - Jan 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Hannah M. Tackett
Phone Number: 412-391-7077
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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