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Donald William Hance JR.

Donald W. Hance

GLENMORE FINANCIAL
Pacific Palisades, CA
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CRD#: 6314528
Donald William Hance JR.

Professional summary

Donald William Hance JR., 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 2015. Donald has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Budgeting
Estate Planning
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Generation X
Millennials
Professional Athletes or Enter...
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.
Name: Navigoe, LLC Investment-related business: Yes Address: 417 Beryl Street, Redondo Beach, CA 90277 Nature of Business: Financial Planning and Investment Advisory Position: Associate Wealth Advisor Start Date: 07/2014 Approx. hours/month: 120 Approx. hours/day during trading hours: 2 hours Duties: Create and communicate financial planning strategies for/to most of the firm's clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald William Hance JR.'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®

Certified Financial Planner

Start date: 2015

Experience

Current

October 17, 2017 - Present

GLENMORE FINANCIAL, INC.

RIA
CRD#: 145500
Pacific Palisades, CA
Past

January 17, 2015 - December 20, 2017

NAVIGOE, LLC

RIA
CRD#: 168716
REDONDO BEACH, 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
(10/17/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/17/2015
Uniform Investment Adviser Law Examination

Current Firm

GF
GLENMORE FINANCIAL, INC.
CDE FUNDS | LIFESIGHTED | GLENMORE FINANCIAL, INC.

CRD#: 145500 / SEC#:

California
Registered Investment Advisory firm - (1/1/2008 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts161
AUM (Assets Under Management)$ 27,658,523

Red Flags

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.

Company Information

GLENMORE FINANCIAL, INC.

CRD#: 145500Pacific Palisades, CA

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