Invested Better
Unclaimed

Unclaimed

Unclaimed

Donald William Hance

Glenmore Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donald? Claim Your Profile

About Donald William Hance

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.

Firm Information

Donald Hance is currently registered with Glenmore Financial, Inc.. Glenmore Financial, Inc. is an investment advisor with approximately $26,000,000 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. Glenmore Financial, Inc. has 40 clients, including 12 high-net-worth individuals. The firm has two investment advisor representatives and two investment advisory functions.

$26.00M

Assets Under Management

17

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donald Hance’s Registration & Firm History

CA

01/01/2008 - Present

Glenmore Financial, Inc. (PACIFIC PALISADES CA)

Not sure if Donald William Hance is right for you?

Licenses & Designations

IA

Issued 06/05/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald William Hance.
Not sure if Donald William Hance is right for you?