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Hannah Hays

Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. LPL Financial LLCAug 2018 to now
  2. Wealth Planning ServicesAug 2018 to now
  3. Innovative EyecareJun 2017 to Oct 2018
  4. St. John HospitalJan 2017 to May 2017
  5. Oklahoma State UniversityAug 2015 to May 2017
  6. Louie's Grill & BarJul 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (OK).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7005316
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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