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Phillip D Hanks

Parabla, LLC

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About Phillip D Hanks

Phillip Hanks is a financial advisor with Parabla, LLC, located in Oak Ridge, NC. Phillip is a Certified Financial Planner and is registered with the state of North Carolina. Phillip has experience in the industry since 2015, working previously with Broker Dealer Financial Services Corp. Phillip has specializations in financial planning, pension consulting, and portfolio management for individuals. Parabla, LLC offers services such as financial planning, pension consulting, and portfolio management. The firm primarily works with individuals and manages approximately $20 million in assets.

Firm Information

Phillip Hanks is currently registered with Parabla, LLC. Parabla, LLC is a registered investment advisor providing financial planning and portfolio management services to individuals, corporations, and pension plans. The firm manages over $20 million in assets and has over 80 clients.

$20.86M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

A percentage of the total value of assets under management is charged.

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Phillip Hanks’s Registration & Firm History

NC

03/19/2024 - Present

Parabla, LLC (OAK RIDGE NC)

NC

06/19/2015 - 04/20/2016

BROKER DEALER FINANCIAL SERVICES CORP. (OAK RIDGE NC)

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Licenses & Designations

BOTH

Issued 07/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip D Hanks.
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