Annette Hassan, financial advisor Terryville CT
93 score

Annette Hassan

CRD Number: 3179944
Current Firm: Lpl Financial LLC

Annette Hassan (CRD# 3179944) is an Investment Advisor Representative working at Lpl Financial LLC in Terryville, CT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Thomaston, CT Oct 2011 - Current 5
Webster Investment Services, Inc. Terryville, CT Sep 2008 - Current 8
Uvest Financial Services Group, Inc. Torrington, CT Feb 2007 - Current 9
Webster Investment Services Inc. Kensington, CT Apr 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Annette Hassan
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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