Hannah Clymer (CRD# 7584710) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has 1 year of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Wilmington, NC | Sep 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Wilmington, NC | Jun 2022 - Current | 1 |
| Ccu Wealth Strategies | Wilmington, NC | Jun 2022 - Current | 1 |
| Corning Credit Union | Wilmington, NC | Aug 2020 - Current | 3 |
| Unemployed | Wilmington, NC | May 2020 - Aug 2020 | < 1 |
| University Of North Carolina | Wilmington, NC | Aug 2017 - May 2020 | 2 |
| Josh London/state Farm | Leland, NC | Sep 2019 - Mar 2020 | < 1 |
| Gso Enterprises | Wilmington, NC | Mar 2018 - Jun 2018 | < 1 |
| 757 Swim Inc. | Williamsburg, VA | Aug 2016 - Jul 2017 | < 1 |
| Thomas Nelson Community College | Williamsburg, VA | Aug 2016 - May 2017 | < 1 |
| Two Rivers Country Club | Williamsburg, VA | May 2016 - Aug 2016 | < 1 |
| Wjcc Public Schools | Williamsburg, VA | Jun 2012 - Jun 2016 | 4 |
| Fords Colony Country Club | Williamsburg, VA | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- NC
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.