Charles HannyCRD Number: 2982732
Current Firm: Cornerstone Financial Planning LLC
Charles Hanny (CRD# 2982732) is an Investment Advisor Representative working at Cornerstone Financial Planning LLC in Williamsville, NY and has over 19 years of experience in the finance industry. Charles Hanny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Cornerstone Financial Planning LLC||Williamsville, NY||May 2015 - Current||2|
|American Portfolios Financial Services, Inc.||Snyder, NY||Jan 2010 - Current||7|
|Sole Proprietor||Williamsville, NY||Mar 1998 - Current||19|
|Cornerstone Financial Planning LLC||Williamsville, NY||Aug 2011 - May 2015||3|
|Ids Life Insurance Company||Williamsville, NY||Nov 1997 - Jan 2010||12|
|American Express Financial Advisors Inc.||Williamsville, NY||Nov 1997 - Jan 2010||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management49MILLIONS
Total Number of Accounts473ACCOUNTS
Average Account Value$103,594
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)