BH
Brian J. Hanna
EVERHART ADVISORS
DUBLIN, OH 43017
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CRD#: 2952333
BH
Professional summary
Brian J Hanna, AIF® is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 3 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1)Member, 535 METRO PLACE SOUTH LLC - NON INVESTMENT RELATED - entity owns 5200 RINGS RD, DUBLIN, OH 43017, Everhart Advisors' business location. A portion of the building is rented to tenants. 2)AUTHOR~NON INVESTMENT RELATED~POWELL, OH 43065~THE 401(K)OWNER'S MANUAL~AUTHOR~JUNE 2017~0HRS PER MONTH~0HRS PER MONTH DURING MARKET~BOOK COVERS A BROAD RANGE OF TOPICS RELATED TO BUILDING AND MAINTAINING 401K AND CORPORATE SPONSORED RETIREMENT PLANS, INCLUDING THE TOPIC OF SELECTING AND MONITORING INVESTMENTS 3) Treasurer for Wingate Farms Owner's Association -- Investment Related: No -- Address: The HOA engages Associa Real Property Management as an HOA management company. The address for Associa Real Property Management is 1225 Alma Rd, Ste 100, Richardson, TX 75081 -- Description and role: HOA board member primarily ensuring adherence to HOA bylaws by owners and budget approval/monitoring -- Start Date: August 2023 -- 1 HR/month during non-market hours -- 0 HRs/month during market hours -- Mr. Hanna receives no compensation for his involvement.
CRS (Client Relationship Summary) - RIA
Click below to view Brian J Hanna's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 20, 2017 - Present
EVERHART ADVISORS
Office #1: 5200 Rings Road, Dublin, OH 43017RIA
CRD#: 107091
DUBLIN, OH
Past
December 28, 2015 - March 30, 2020
NEWEDGE SECURITIES, LLC
BD
CRD#: 10674
DUBLIN, OH
Past
April 24, 2007 - December 28, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
DUBLIN, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD#: 107091 / SEC#: 801-50786
RIA
Registered Investment Advisory firm - (12/21/1995 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(10/20/2017)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EA
EVERHART ADVISORS
CASE PEARLMAN | EVERHART FINANCIAL GROUP INC | EVERHART ADVISORS | EVERHART | EFG, INC. | CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CRD#: 107091 / SEC#: 801-50786
RIA
Registered Investment Advisory firm - (12/21/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5200 Rings Road, Dublin, OH 43017
Mailing Address
Phone number
(614) 717-9705
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,483 |
| AUM (Assets Under Management) | $ 1,874,701,457 |
Red Flags
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