Thomas Hanna is a CFA-designated registered investment advisor at Farther, based in Riverside, CA, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Riverside, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Farther
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Transamerica Financial Advisors, INCBroker
State Registrations2 states
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