Adviser and broker representative · Kestra Advisory Services, LLC
Richard G. Hana
CRD 811949 · Ponte Vedra Beach, FL
At a glance
Richard G. Hana is an investment adviser representative with Kestra Advisory Services, LLC in Ponte Vedra Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 1992, about 33 years ago. Richard is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Kestra Advisory Services, LLCSince September 2025Ponte Vedra Beach, FL · $80B in regulatory assets
SEC adviser record
- Registered since
- 1992 (33 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Douglas O. AckermanAustin · Chartered Financial Consultant
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