Hanna Wu, financial advisor San Francisco CA

Hanna Wu

CRD Number: 6506296
Current Firm: Amplify Life Insurance Company

Hanna Wu (CRD# 6506296) is an Investment Advisor Representative working at Amplify Life Insurance Company in San Francisco, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Amplify Life Insurance Company Brisbane, CA Jan 2022 - Current 1
The Leaders Group Inc. Littleton, CO Jun 2021 - Current 2
Amplify Life Insurance Company San Francisco, CA Sep 2019 - Current 4
Hanna Wu Brisbane, CA Feb 2019 - Current 4
Eshare Realty LLC San Francisco, CA Jun 2017 - May 2021 3
World Financial Group, Inc. Burlingame, CA Feb 2014 - May 2021 7
Transamerica Financial Advisors, Inc. Burlingame, CA Jun 2015 - May 2020 4
Marketx San Francisco, CA Feb 2019 - Sep 2019 < 1
Transamerica Burlingame, CA Jul 2015 - Feb 2019 3
Ucsf San Francisco, CA Oct 2012 - Jun 2014 1
University Of California San Francisco San Francisco, CA May 2012 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Hanna Wu
Phone Number: 415-200-3041
Firm Website: https://beamplify.com
Registered State(s):
  • CA
  • FL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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