John Hanna (CRD# 6427997) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Anchorage, AK and has over 8 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage, AK | Jan 2018 - Current | 6 |
| Barbee's Freeway Ford | Denver, CO | Mar 2017 - Dec 2017 | < 1 |
| Self Employed | Denver, CO | Apr 2016 - Mar 2017 | < 1 |
| Fidelity Brokerage Services, LLC | Denver, CO | May 2015 - Apr 2016 | < 1 |
| Unemployed | Denver, CO | Apr 2015 - May 2015 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2014 - Apr 2015 | < 1 |
| Northwestern Mutual Investment Services LLC | Lakewood, CO | Dec 2014 - Apr 2015 | < 1 |
| Extended Travel | The Woodlands, TX | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- AK
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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