Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hanson is a Certified Financial Planner™ and Chartered Financial Analyst® at Ballentine Partners. He is an Investment Advisor Representative registered in Massachusetts and New Hampshire. David has been with the firm since June 2016. He has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. David specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
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MA
10/16/2024 - Present
Ballentine Partners (Waltham MA)
Active
Inactive
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