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Todd Hankins

19 Years of Experience
Silverdale, WA
BrokerSells Insurance

Todd Hankins is a registered investment advisor at Nations Financial Group, INC., based in Silverdale, WA, with 19 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.

For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.

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Location

3491 NW Anderson Hill Rd., Silverdale, WA, 98383

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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 ActivitiesSells Insurance

Todd uses Corinthian Wealth Partners as a DBA to offer investment and advisory services, but spends minimal time on it. He is also a contracted agent with Legacy Marketing Group, an insurance marketing organization, to facilitate annuity purchases for clients, dedicating minimal time to this.

Employment History
Current Registrations
Nations Financial Group, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Nations Financial Group, INC.
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - February 2021 · 1 yr 5 mos
Summit Financial Group INC
December 2017 - February 2021 · 3 yrs 2 mos
Summit Brokerage Services, INC.Broker
December 2017 - September 2019 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2016 - December 2017 · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
February 2016 - December 2017 · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
February 2016 - February 2016 · 0 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2016 - February 2016 · 0 mos
Wells Fargo Advisors, LLCBroker
July 2011 - February 2016 · 4 yrs 7 mos
Wells Fargo Advisors, LLC
July 2011 - February 2016 · 4 yrs 7 mos
Chase Investment Services CORP.
May 2009 - July 2011 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
May 2009 - July 2011 · 2 yrs 2 mos
Wamu Investments, INC.
April 2009 - May 2009 · 1 mo
Wamu Investments, INC.Broker
April 2009 - May 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - March 2009 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - March 2009 · 2 yrs 10 mos
State Registrations19 states
AZCACOFLGAHIIDILINMAMNMOMTNCNVOKORTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.