PH
Pamela L. Hannan
INDEPENDENCE FINANCIAL ADVISORS
Franklin, NH 03235
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CRD#: 4533835
PH
Professional summary
Pamela Lynn Hannan, who also goes by Pamela Lynn Ames, is a registered financial advisor currently at INDEPENDENCE FINANCIAL ADVISORS, LLC located in Franklin, New Hampshire.
Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Pamela has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pamela Lynn Ames
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.
Ms. Hannan is also employed by Consolidated Life Producers, which is located at 33 Main Street, Suite 201, Nashua, NH 03064. This business is investment-related. She has worked for this company since June 19, 2003. Consolidated Life Producers provides fixed annuities and life, accident, and health insurance products. Ms. Hannan is licensed to sell life, accident, and health insurance in the State of New Hampshire. In this role she assists and advises clients with analyzing and purchasing life, accident, and health insurance. Ms. Hannan allocates less than thirty percent (30%) of her time to insurance activities. Ms. Hannan anticipates being able to devote her full attention to both Independence Financial Advisors and Consolidated Life Producers during the work day.
She will always be able to assist either business; however, on any given day the amount of time she dedicates to each business will vary based on the needs of the business and her clients.
CRS (Client Relationship Summary) - RIA
Click below to view Pamela Lynn Hannan'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®
NoneExperience
Current
February 19, 2021 - Present
INDEPENDENCE FINANCIAL ADVISORS, LLC
Office #1: 402 Central Street, Franklin, NH 03235RIA
CRD#: 156305
Franklin, NH
Past
February 6, 2017 - January 3, 2021
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
GILFORD, NH
Past
May 25, 2006 - January 3, 2021
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
GILFORD, NH
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".
IF
INDEPENDENCE FINANCIAL ADVISORS, LLC
GML FINANCIAL ADVISORY SERVICES, LLC | INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD#: 156305 / SEC#: 801-81025
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)Florida
Registered Investment Advisory firm - (4/2/2015 Terminated)Massachusetts
Registered Investment Advisory firm - (4/2/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)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
New Hampshire(2/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INDEPENDENCE FINANCIAL ADVISORS, LLC
GML FINANCIAL ADVISORY SERVICES, LLC | INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD#: 156305 / SEC#: 801-81025
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)Florida
Registered Investment Advisory firm - (4/2/2015 Terminated)Massachusetts
Registered Investment Advisory firm - (4/2/2015 Terminated)New Hampshire
Registered Investment Advisory firm - (4/9/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
402 Central Street, Franklin, NH 03235
Mailing Address
Phone number
(603) 934-4445
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,732 |
| AUM (Assets Under Management) | $ 432,940,469 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD#: 156305Franklin, NH 03235TRUST BUT VERIFY
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