HC
HC

Hannah Clymer

3 Years of Experience
Wilmington, NC
Broker

Hannah Clymer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, NC, with 3 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
Loading...

Location

3705 Federal Park Drive, Wilmington, NC, 28412

Get directions

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.

Learn about disclosures →
Other Business Activities

Hannah works as a financial advisor for Corning Credit Union and Wealth Strategies/CCU Wealth Strategies, dedicating about half of her time to each role. Neither position is investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
State Registrations15 states
AZCOFLGAKYMONCNJNVNYPASCTNTXVA
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.