Max Hanks (CRD# 7601150) is an Investment Advisor Representative working at Eagle Strategies LLC in Wellsville, UT and has 1 year of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategies LLC | Wellsville, UT | Aug 2023 - Current | < 1 |
Nylife Securities LLC | Wellsville, UT | Mar 2023 - Current | 1 |
Winward Financial | Wellsville, UT | Apr 2022 - Current | 2 |
Interstate All Battery Center | Logan, UT | Aug 2021 - Apr 2022 | < 1 |
Cannon Sales Inc. | Centerville, UT | May 2021 - Aug 2021 | < 1 |
Costa Vida | Logan, UT | Aug 2020 - May 2021 | < 1 |
Cannon Sales Inc. | Centerville, UT | Mar 2020 - Aug 2020 | < 1 |
Church Of Jesus Christ Of Latter-day Saints | Salt Lake City, UT | Aug 2018 - Mar 2020 | 1 |
Rugged Rental & Sales | Layton, UT | Jul 2016 - Jul 2018 | 2 |
Gnarly's Island Grill | Kaysville, UT | Apr 2016 - Apr 2018 | 2 |
Kaysville Parks And Recreation | Kaysville, UT | Apr 2014 - Aug 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- UT
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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