Lars Martin Hanan
Professional Summary
Lars Martin Hanan is a registered financial advisor currently at BROADOAK PARTNERS, LLC located in Bethesda, Maryland. Lars is registered as a RR (Registered Representative) and started their career in finance in 1986. Lars has worked at 7 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 24 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
BROADOAK PARTNERS, LLC | BROADOAK SECURITIES, LLC
Contact Information
Main Address
8000 Marina Blvd. Suite 110, Brisbane, CA 94005Mailing Address
8000 Marina Blvd. Suite 110, Brisbane, CA 94005Phone Number
(415) 697-1215Established
Delaware since 01/31/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/5/2007)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 2004About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Lars Martin Hanan's CRS (Customer Relationship Summary).
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