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Richard Hana

Kestra Advisory Services, LLC
51 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Richard Hana is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Ponte Vedra Beach, FL, with 51 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3206 Sawgrass Village Circle, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)
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Regulatory
December 2009
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Richard has been involved in fixed insurance sales since 2006. This activity, conducted at the branch location, takes about 10-20% of his time and is investment-related.

Employment History
Current Registrations
Kestra Advisory Services, LLC
September 2025 - Present · 1 yr 1 mo
Kestra Investment Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Commonwealth Financial Network
November 2005 - September 2025 · 19 yrs 10 mos
Commonwealth Financial NetworkBroker
October 2005 - September 2025 · 19 yrs 11 mos
Lincoln Financial Advisors Corporation
November 1992 - November 2005 · 13 yrs
Integrated Resources Equity CorporationBroker
October 1982 - January 1988 · 5 yrs 3 mos
Lincoln National Pension Insurance CompanyBroker
December 1981 - January 1989 · 7 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
September 1975 - November 2005 · 30 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
September 1975 - November 2005 · 30 yrs 2 mos
State Registrations9 states
ALCOFLGAKYMNNCOHTX
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.
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