AH
AH

Allison Marie Hanna

12 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
4,545 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.7B

Fee Structure

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Location

Wellington, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allison is a professional golfer on the LPGA tour since 2004, earning income from tournaments, lessons, and clinics. She also assists with budgeting and bill payments for the Lake Worth Golfview Condo Association and rents out a house for three months each year.

Employment History
Current Registrations
Nbc Securities, INC.
February 2022 - Present · 4 yrs
Nbc Securities, INC.
July 2015 - Present · 10 yrs 7 mos
Nbc Securities, INC.Broker
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Jhs Capital Advisors, LLCBroker
February 2013 - July 2015 · 2 yrs 5 mos
State Registrations6 states
AZCAFLORTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Marie Hanna - Financial Advisor | TrueAdvisor