Max Hanks, financial advisor Wellsville UT

Max Hanks

CRD Number: 7601150
Current Firm: Eagle Strategies LLC

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.

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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
Contact Info for Max H. Hanks
Phone Number: (888) 695-3245
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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