Hannah Osborne, financial advisor Monroe MI
90 score

Hannah Osborne

CRD Number: 6235675
Current Firm: Lpl Financial LLC

Hannah Osborne (CRD# 6235675) is an Investment Advisor Representative working at Lpl Financial LLC in Monroe, MI and has over 3 years of experience in the finance industry.

Similar Advisors
Phillip Bollin, financial advisor Monroe MI
Phillip Bollin
CRD# 4537321
Bollin Wealth Management, LLC
Score
103
Similar Advisors
Robert Billstein, financial advisor Monroe MI
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Score
101
Similar Advisors
Douglas Gross, financial advisor Monroe MI
Douglas B. Gross
CRD# 2409021
Raymond James Financial Services Advisors, Inc.
Score
101
Company Name Location Dates Years
Lpl Financial Llvq Monroe, MI Jan 2018 - Current < 1
Monroe Bank And Trust Monroe, MI Jan 2017 - Current 1
Smoothie King Greenville, SC Sep 2016 - Dec 2016 < 1
Edward Storer And Associates Greenville, SC Jan 2016 - Aug 2016 < 1
Pnc Investments Toledo, OH Jul 2015 - Jan 2016 < 1
Pnc Bank Toledo, OH Jul 2015 - Jan 2016 < 1
Edward Jones St Louis, MO Jul 2014 - May 2015 < 1
Edward Jones Richland, MI Aug 2013 - Jul 2014 < 1
Petes Garage Monroe, MI Aug 2012 - Aug 2013 1
Chili's Bar And Grill Kalamazoo, MI Mar 2013 - Jun 2013 < 1
Candles By Cottonwood Monroe, MI Nov 2012 - Dec 2012 < 1
Student Monroe, MI Dec 2010 - Jul 2012 1
Sears Monroe, MI Jul 2010 - Dec 2010 < 1
Student Monroe, MI Aug 2008 - Aug 2010 2
Custer Softball Monroe, MI Jun 2008 - Aug 2008 < 1
Full Time Student Monroe, MI Jul 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Hannah L. Osborne
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.