Hannah Adams (CRD# 6839163) is an Investment Advisor Representative working at Eagle Strategies LLC in Woodbridge, VA and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Annapolis, MD | Jun 2021 - Current | 2 |
| Nylife Securities, LLC | Annapolis, MD | Feb 2020 - Current | 4 |
| Mark Apolenis | Annapolis, MD | Jul 2017 - Current | 6 |
| Theresa Miley State Farm | Irmo, SC | Apr 2017 - Jul 2017 | < 1 |
| Wesley Greene State Farm | Asheville, NC | Jun 2016 - Mar 2017 | < 1 |
| Drew Griggs State Farm | Knoxville, TN | Jun 2015 - May 2016 | < 1 |
| University Of Tennessee | Knoxville, TN | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- MD
- VA
-
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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