Hannah Burchell (CRD# 7421308) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has 1 year of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4893694
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S.e.e.d. Planning Group LLC | Binghamton, NY | Nov 2023 - Current | < 1 |
| S.e.e.d. Planning Group, LLC | Binghamton, NY | Jul 2021 - Current | 2 |
| Bloom Tax Partners, LLC | Whitney Point, NY | Sep 2020 - Oct 2023 | 3 |
| Bru 64 | Cortland, NY | Sep 2019 - Jan 2021 | 1 |
| Whitney Point Central School District | Whitney Point, NY | May 2017 - Dec 2019 | 2 |
| The Rural Health Network Of South Central Ny | Binghamton, NY | Jun 2018 - Aug 2019 | 1 |
| The Scoop | Whitney Point, NY | May 2012 - Oct 2018 | 6 |
| Whitney Point Central School District | Whitney Point, NY | Jan 2001 - Jun 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- NY
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts1,709ACCOUNTS
-
Average Account Value$247,488
- 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
- Other
CT, FL, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA
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