Louis Hanna

Louis Hanna

Financial Services Executive|Financial Advisor Consulting|Strategic Business Development|Local Impac...
Philadelphia, Pennsylvania, United States

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Work Experience

CoastalOne

Head Of Business Development

2020-03-01 - Present

Conduit Advisors LLC

CEO

2017-11-01 - Present

Lincoln Financial Network

Advisor Consulting/Business Development

2015-09-01 - 2017-11-01

Summit Brokerage Services, Inc.

Executive VP Business Development

2015-05-01 - 2015-09-01

Independent Financial Partners (IFP)

Director of Advisor Recruiting

2014-05-01 - 2015-05-01

Skills

independent brokerdealer brokerdealer ibd financial services investment advisory investment management wealth management multigenerational wealth strategies estate planning business planning tax planning college planning business succession protection planning portfolio management asset management insurance planning risk advisory risk management registered investment advisory ria

Languages

English