Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hamilton Hannan is a financial advisor with over 20 years of experience in the industry. Robert is a Certified Financial Planner™ professional and is registered with Burnham Gibson Wealth Advisors, LLC. Robert is also registered as an Investment Advisor Representative (IAR) with The Baldwin Group, a registered investment advisor and indirect subsidiary of The Baldwin Group Financial Services Holdings, LLC and The Baldwin Insurance Group Inc. Robert specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Robert is passionate about helping clients achieve their financial goals and has a proven track record of success. Robert is committed to providing personalized service and working closely with each client to develop a customized plan that meets their unique needs.
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.
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.
Value of plan assets
1
2
MD
10/14/2024 - Present
Burnham Gibson Wealth Advisors, LLC (BETHESDA MD)
MD
05/10/2004 - 02/24/2016
NYLIFE SECURITIES LLC (BETHESDA MD)
IA
Issued 04/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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