Toni Hanna
Toni Hanna is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Delta, CO, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
338 Main Street, Delta, CO, 81416
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Toni is a financial advisor at King Wealth Solutions, LLC since 2016, dedicating about 10-20% of their time. Toni also volunteers at Sacred Heart Church, attending monthly meetings to discuss the budget and other church-related activities, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Abner, Herrman & Brock, INC.Broker
State Registrations8 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.