Jim Hannley

Managing Member @Jim Hannley Llc, A Registered Investment Advisor

Tucson, AZ, US

EMAILS

j•••@jimhannleyllc.com

MOBILE NUMBERS

+15•••••••46

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WORK HISTORY

Jan 2004 — Present

Managing Member @Jim Hannley Llc, A Registered Investment Advisor

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Institutional wealth management, portfolio analysis, financial planning, general financial consulting

EDUCATION

1967 — 1970

Rincon High School

Diploma, college prep

1970 — 1975

University of Arizona

Bachelors of Arts, Psychology and Sociology

SKILLS

High Net Worth IndividualsMutual FundsAsset AllocationSecuritiesEstate PlanningSmall Business401k RolloversQualified Retirement PlansFinancial AdvisoryUniform Combined State LawRoth IraFinance401kWealth AccumulationWealth Management ServicesFinancial PlanningMortgage LendingSeries 24Series 7ManagementIrasFinancial GoalsEtfsInvestment ManagementVariable AnnuitiesCollege Savings PlansPortfolio ManagementRetirementBondsStrategic Financial PlanningWealth ManagementLong Term Care InsuranceFinancial PlannersLong-Term CarePersonal Financial PlanningInvestment AdvisoryInvestmentsWealthSeries 63Strategic Planning

ABOUT JIM HANNLEY

To lead an ethical life while improving the world and the people in it; to enjoy my life and to share the love of those around me; to be kind to others; to do what I can to advise hard working people so that their life savings are secure and growing as fast as possible so that they can live in comfort during their golden years; to counsel the young so that they may save and invest as smartly as possible that they may be able to fund the dreams of their lives.

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