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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hanna is a financial advisor with Buckingham Strategic Partners, LLC. David has been in the financial services industry since 2013 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. David is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. David works with clients in St. Louis, MO and has a strong commitment to helping clients achieve their financial goals. David has a previous affiliation with FORESIDE FINANCIAL SERVICES, LLC and LORING WARD SECURITIES INC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
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2
MO
01/09/2025 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
07/21/2016 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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