Phillip Hansen, financial advisor Loveland CO

Phillip Hansen

CRD Number: 5413489
Current Firm: Primerica Advisors

Phillip Hansen (CRD# 5413489) is an Investment Advisor Representative working at Primerica Advisors in Loveland, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Phil Hansen Studio LLC Loveland, CO Aug 2011 - Current 12
Pfs Investments, Inc. Loveland, CO Aug 2007 - Current 16
Primerica Financial Services Loveland, CO May 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Phillip R. Hansen
Phone Number: 833-786-0550
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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