Jeffery Hanna is a registered investment advisor at LPL Financial LLC, based in Kennesaw, GA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1275 Shiloh Rd NW 2130, Kennesaw, GA, 30144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffery operates Way Financial Group as a DBA for his LPL business since 2015. He also has a business entity, J Hanna & Associates Inc, for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Wealth and Pension Services Group INC.
J. Hanna and Associates, INC. DBA Way Financial Group
Triad Advisors LLCBroker
Sammons Financial Network, LLCBroker
Jackson National Life Distributors LLCBroker
Tnp Securities, LLCBroker
Pacific Select Distributors, INC.Broker
Lindner Capital Management, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.