Thomas Hanna

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2016 → 06/2019
  Bank Of Ameirca/Merrill Lynch
  Lake Elsinore, CA
• 01/2019 → 04/2024
  Charles Schwab & Co., Inc.
  Berkeley, CA
• 07/2017 → 01/2019
  Citi Wealth Management
  Sacramento, CA
• 04/2024 → Present
  Farther Finance Advisors
  Riverside, CA

Previous Registrations

• 2024-04-04 → 2024-05-14
  Cetera Investment Advisers Llc
  West Covina, CA
• 2023-05-17 → 2024-02-27
  Schwab Wealth Advisory, Inc.
  Berkeley, CA
  Phoenix, AZ
• 2021-07-16 → 2023-05-17
  Charles Schwab & Co., Inc.
  Berkeley, CA
  Phoenix, AZ
  Phoenix, AZ
• 2019-02-12 → 2021-01-11
  Td Ameritrade, Inc.
  Elk Grove, CA
  San Mateo, CA
• 2019-02-12 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Elk Grove, CA
  San Mateo, CA
• 2017-09-14 → 2019-02-21
  Citigroup Global Markets Inc.
  Fresno, CA
  Ft Lauderdale, FL
  Carmichael, CA
  Sacramento, CA
  Sacramento, CA
• 2016-08-24 → 2017-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Elsinore, CA
• 2015-09-18 → 2016-01-28
  Osaic Services, Inc.
  Ontario, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-09-16

Designations

• Chartered Financial Analyst

Other Names

• Thomas Hanna
• Thomas M Hanna
• Tom Hanna