Charles Hanna
Charles Hanna is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, 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
1 Penn Sq, Lancaster, PA, 17602
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles works as a financial advisor for Fulton Bank and Fulton Financial Advisors, dedicating full-time hours to the bank and about half his time to the financial advisors. He is also a life insurance agent for Specific Solutions, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Allfirst Brokerage CorporationBroker
State Registrations9 states
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