Hannah Varnado
Hannah Varnado is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Greensboro, GA, with 6 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Greensboro, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hannah owns Wood Opal, LLC DBA Wood Opal Financial Advisors, LLC, dedicating full-time hours with about half their time spent trading. Hannah is also an advisory representative of a RIA with CIRA and an IAR with AMRET, spending about half their time at each, with about a quarter of their time spent trading at each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations9 states
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.