Hannah Marie Coulling Beckley

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

• 01/2024 → 06/2024
  Commonwealth Financial Network
  Waltham, MA
• 08/2022 → 12/2023
  Deloitte & Touche Llp
  Charlotte, NC
• 01/2022 → 05/2022
  Part- Time: Tax Strategies
  Roanoke, VA
• 06/2022 → 07/2022
  Extended Travel
  Roanoke, VA
• 08/2017 → 12/2021
  James Madison University
  Harrisonburg, VA
• 01/2014 → 07/2017
  High School
  Salem, VA
• 06/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2024 → Present
  Focusone Integrated Financial Planning
  Roanoke, VA

Other Businesses

1. Tax Preparation, Tax Strategies, Inc., as of 2/15/2024; 12% time spent during business hours; Conducted at branch; Not investment related. Co-owner, HC Financial Services, LLC; Personal pass-through entity; Located at 2630 Electric Road, Roanoke, VA 24018; as of 01/06/2025; 90% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-13

Other Names

• Hannah Marie Coulling