Hannah Hays (CRD# 7005316) is an Investment Advisor Representative working at Lpl Financial LLC in Stillwater, OK and has over 3 years of experience in the finance industry.
CRD# 5534131
Transamerica Financial Advisors, Inc.
CRD# 6456926
Avantax Advisory Services
CRD# 5166654
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Planning Services | Stillwater, OK | Aug 2018 - Current | 5 |
Lpl Financial LLC | Stillwater, OK | Aug 2018 - Current | 5 |
Innovative Eyecare | Edmond, OK | Jun 2017 - Oct 2018 | 1 |
St. John Hospital | Tulsa, OK | Jan 2017 - May 2017 | < 1 |
Oklahoma State University | Tulsa, OK | Aug 2015 - May 2017 | 1 |
Louie's Grill & Bar | Jenks, OK | Jul 2015 - Jan 2017 | 1 |
Bricktown Brewery | Owasso, OK | May 2015 - Aug 2015 | < 1 |
Oklahoma State University | Stillwater, OK | Aug 2012 - May 2015 | 2 |
Louie's Grill & Bar | Stillwater, OK | Mar 2011 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- OK
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.