MH
MH

Makara Hang

24 Years of Experience
Rocklin, CA
Broker

Makara Hang is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rocklin, CA, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1011 Sunset Boulevard, Rocklin, CA, 95765

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Makara works for Addison Avenue Investment Services providing back office support since 2012, and for First Tech FCU in their Investment Services Division since 2014. These activities are not investment-related and take about half of Makara's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2019 - Present · 6 yrs 10 mos
Raymond James Financial Services, INC.Broker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Essex National Securities, INC.Broker
October 2008 - January 2012 · 3 yrs 3 mos
Wachovia Securities, LLCBroker
July 2007 - May 2008 · 10 mos
Wm Financial Services, INC.Broker
October 2006 - May 2007 · 7 mos
Cuso Financial Services, L.P.Broker
March 2001 - August 2006 · 5 yrs 5 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Makara Hang - Financial Advisor | TrueAdvisor