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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Lockard is an investment advisor representative at Root Financial Partners. Hannah has been in the industry since October 2014 and is licensed in both California and Nebraska. Hannah holds the Series 65 license, having passed the Uniform Investment Adviser Law Examination in April 2018. Hannah specializes in financial planning, pension consulting and selection of other advisors. Hannah has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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.
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CA
01/30/2025 - Present
Root Financial Partners (ENCINITAS CA)
IA
Issued 04/26/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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