Unclaimed
Donald William Hance is an investment advisor representative associated with Glenmore Financial, Inc. He is registered with the state of California and has been in the industry since October 2007. Hance has a Series 65 license and holds the Certified Financial Planner designation. He is also a seasonal tax preparer, working approximately 250 hours per year during the months of February, March, and April. Hance's firm, Glenmore Financial, Inc. has a client count of 17 with approximately $26 million in assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Glenmore Financial, Inc. receives compensation in the form of fixed fees and hourly charges.
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.
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.
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CA
01/01/2008 - Present
Glenmore Financial, Inc. (PACIFIC PALISADES CA)
IA
Issued 06/05/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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