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Thomas Hanna

Farther

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About Thomas Hanna

Thomas Hanna is a financial advisor with Farther based in Riverside, CA. Thomas is a Chartered Financial Analyst and has been working as a financial advisor since 2014. Thomas has been registered with Farther since April 2024. Thomas also has previous experience working for firms such as Sagepoint Financial, Bank of America/Merrill Lynch, Charles Schwab, Citi Wealth Management and Transamerica Financial Advisors. Thomas provides a variety of financial services including financial planning, portfolio management and pension consulting to clients.

Firm Information

Thomas Hanna is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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Thomas Hanna’s Registration & Firm History

CA

05/14/2024 - Present

Farther (Riverside CA)

CA

04/04/2024 - 05/14/2024

CETERA ADVISOR NETWORKS LLC (West Covina CA)

AZ

07/16/2021 - 02/27/2024

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

CA

02/12/2019 - 01/11/2021

TD AMERITRADE, INC. (SAN MATEO CA)

CA

09/14/2017 - 02/21/2019

CITIGROUP GLOBAL MARKETS INC. (Carmichael CA)

CA

08/24/2016 - 05/16/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE ELSINORE CA)

CA

09/18/2015 - 01/28/2016

SAGEPOINT FINANCIAL, INC. (ONTARIO CA)

CA

07/10/2015 - 08/14/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (PICO RIVERA CA)

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Licenses & Designations

BOTH

Issued 09/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Hanna.
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