CH
CFP
CH
CFP

Christopher James Hanson

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
242 clients
Average Client Portfolio
$437K average
Assets Under Management
$105.8M

Fee Structure

Minimum Investment:$100K
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Location

2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009

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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

Christopher is a CPA who prepares tax returns for individuals, dedicating a few hours per week to this activity. He also works as a tax preparer for Seagreen Bookkeeping and Tax Services Inc., spending a few hours per week preparing tax returns.

Employment History
Current Registrations
Cardea Capital Advisors, LLC
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Lindner Capital Advisors, INC.
December 2017 - December 2020 · 3 yrs
Great Oak Capital Partners, LLC
October 2015 - October 2017 · 2 yrs
Lincoln Financial Advisors Corporation
June 2012 - October 2015 · 3 yrs 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Christopher James Hanson - Financial Advisor | TrueAdvisor