Annette Hassan, financial advisor Terryville CT

Annette Hassan

CRD Number: 3179944
Current Firm: Lpl Financial LLC

Annette Hassan (CRD# 3179944) is an Investment Advisor Representative working at Lpl Financial LLC in Terryville, CT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Thomaston, CT Oct 2011 - Current 12
Webster Investment Services, Inc. Terryville, CT Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Annette Hassan
Phone Number: 704-733-3300
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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