Christopher Patrick Hanna
Professional Summary
Christopher Patrick Hanna, who also goes by Chris Hanna, is a registered financial advisor currently at INVEX, LLC. located in Coral Gables, Florida. Christopher is registered as a RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Hanna
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
INVEX, INC. | INVEX, LLC.
Contact Information
Main Address
2 Alhambra Plaza Suite Ph Ii, Coral Gables, FL 33134Mailing Address
2 Alhambra Plaza Suite Ph Ii, Coral Gables, FL 33134Phone Number
(786) 425-1717Established
Delaware since 05/24/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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
(6/1/2015)
(5/15/2015)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1999About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Christopher Patrick Hanna's CRS (Customer Relationship Summary).
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