Donald Hance, financial advisor Redondo Beach CA
91 score

Donald Hance

CRD Number: 6314528
Current Firm: Navigoe, LLC

Donald Hance (CRD# 6314528) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has 1 year of experience in the finance industry. Donald Hance 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
Navigoe, LLC Redondo Beach, CA Jul 2014 - Current 2
Tristar Financial El Segundo, CA Feb 2014 - Jul 2014 < 1
Glenmore Financial, Inc. Pacific Palisades, CA Jan 2013 - Feb 2014 1
Barbara Dawson Estates Pacific Palisades, CA Jun 2007 - Jan 2014 6
Sportsona Pacific Palisades, CA Jun 2010 - Dec 2012 2
Full-time Student Los Angeles, CA Jan 1998 - May 2008 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Donald W. Hance
Phone Number: 888-596-4636
Firm Website: http://www.navigoe.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $346,591
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NV, OH

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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