Unclaimed Profile

Brian J Hanna

EVERHART FINANCIAL GROUP INC·DUBLIN, Ohio

SIE, Series 6Clean record8 years registeredEVERHART FINANCIAL GROUP INC

535 METRO PLACE SOUTH, DUBLIN, OH 43017CRD# 2952333Firm CRD# 107091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian J Hanna · DUBLIN, OH

Registration

CRD #2952333 · EVERHART FINANCIAL GROUP INC · 8 years registered

Brand Profile

Not yet started

Career History

EVERHART ADVISORS

Oct 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Registration record

First registered · October 20, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERHART FINANCIAL GROUP INC

CRD 107091 · SEC 801-50786

AUM

$1.4B

Regulatory assets under management

Employees

4,645 client accounts

Services offered by EVERHART FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVERHART FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Brian J Hanna offer?

Brian J Hanna specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Brian J Hanna's credentials?

Brian J Hanna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian J Hanna located?

Brian J Hanna is based in DUBLIN, Ohio, working with EVERHART FINANCIAL GROUP INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Brian J Hanna charge for services?

Brian J Hanna's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERHART FINANCIAL GROUP INC?

EVERHART FINANCIAL GROUP INC has approximately 47 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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