Toni S Hanna

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

• 08/2003 → Present
  Raymond James Financial Services, Inc.
  Delta, CO
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Delta, CO
• 09/2003 → 12/2016
  King Financial Services Llc
  Delta, CO
• 11/2012 → 11/2023
  Not Provided
  Crawford, CO

Other Businesses

(1)Name of Business: King Wealth Solutions, LLC Address: 338 Main St, Delta, CO, 81416, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: Sacred Heart Church Address: 235 North Fork Ave., Paonia, CO, 81428, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 11/05/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteer - Finance & Parish Council. Attend monthly meetings where the Council discusses the budget, fund raisers, church participation, diocese activities, adult formation, etc.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-17

Other Names

• Antoinette Servadio