Charles Hanna
Charles Hanna is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Columbus, OH, with 31 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
4196 Laet Dr, Columbus, OH, 43219
Get directionsHistory
Regulatory History (4)
Financial
January 2024Customer Dispute
July 2007Customer Dispute
July 2004Criminal
April 1968Other Business ActivitiesSells Insurance
Charles is an advisory representative of a Registered Investment Advisor (RIA) and an IAR doing business as Retirement Wealth Strategies LLC. He also works as an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations6 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.