Makara Hang

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Raymond James Financial Services, Inc.
  Rocklin, CA
• 01/2012 → Present
  Addison Avenue Investment Services
  Rocklin, CA
• 05/2014 → Present
  First Tech Federal Credit Union
  Rocklin, CA
• 07/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Rocklin, CA

Other Businesses

(1)Name of Business: First Tech FCU Address: 1011 Sunset Blvd, Rocklin, CA, 95765, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 05/13/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Investment Services Division of First Tech Federal Credit Union

Exams

• S66 Uniform Combined State Law Examination
  2019-07-01
• S63 Uniform Securities Agent State Law Examination
  2001-10-03