Donald W. Hance
GLENMORE FINANCIAL
Pacific Palisades, CA
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CRD#: 5446788
Professional summary
Donald William Hance, CFP® is a registered financial advisor currently at GLENMORE FINANCIAL, INC. located in Pacific Palisades, California.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Donald has worked at 1 firm and has passed the Series 65 exam.
Biography
Glenmore Financial provides these services as part of a comprehensive planning process:
Tax PlanningIndividual Income Tax Return PreparationRetirement PlanningReview of Insurance Coverage and NeedsEstate Planning - Will and Health of Power of AttorneyInvestment Portfolio ReviewBudgeting and Record KeepingGoal SettingAsset Allocation and Investment ImplementationGeneral Financial Planning
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Middle Income Client Needs
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1
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.
Employed as a seasonal tax preparer at Tristar Income Tax Service
201 Continental Blvd., Suite 310, El Segundo, CA 90245. This business is not investment related. Approximately 250 hours in total per year are devoted to this outside activity, all during the months of February, March and April. Approximately 120 of those hours are during securities trading hours. This additional seasonal employment commenced in February, 2010. This employment activity assists approximately 200 tax clients in the preparation of their individual tax returns.
CRS (Client Relationship Summary) - RIA
Click below to view Donald William Hance'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®
CFP®
Start date: 2001
Experience
Current
January 1, 2008 - Present
GLENMORE FINANCIAL, INC.
RIA
CRD#: 145500
Pacific Palisades, CA
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
California(1/1/2008)
Current Firm
GF
GLENMORE FINANCIAL, INC.
CDE FUNDS | LIFESIGHTED | GLENMORE FINANCIAL, INC.
CRD#: 145500 / SEC#:
California
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Contact information
Main Address
Hermosa Beach, CA
Mailing Address
Phone number
(310) 454-3202
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 27,658,523 |
Red Flags
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