
Andrew Hansen (CRD# 5285016) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Palm Springs, CA and has over 11 years of experience in the finance industry.

CRD# 1795405
Centaurus Financial, Inc.
Score
96

CRD# 1069521
Balboa Wealth Partners, Inc.
Score
96

CRD# 1127692
First Heartland Consultants, Inc.
Score
96
Company Name | Location | Dates | Years |
---|---|---|---|
Summit Wealth Partners, LLC | Palm Springs, CA | Dec 2015 - Current | 2 |
Hansen Financial & Insurance Services, LLC | Palm Springs, CA | Aug 2008 - Current | 9 |
Summit Wealth Partners, Inc. | Orlando, FL | Nov 2015 - Dec 2015 | < 1 |
Global Financial Private Capital, LLC | Sarasota, FL | Feb 2014 - Nov 2015 | 1 |
Brokers International Financial Services, LLC | Palm Springs, CA | Jul 2013 - Feb 2014 | < 1 |
Usa Financial Securities | Ada, MI | Jun 2009 - Jul 2013 | 4 |
Western Sierra Insurance Services | Palm Springs, CA | Apr 2009 - Jun 2013 | 4 |
Studebaker & Associates | Palm Springs, CA | Feb 2008 - Aug 2008 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
-
Total Assets Under Management431MILLIONS
-
Total Number of Accounts1,205ACCOUNTS
-
Average Account Value$357,335
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, GA, IL, KS, LA, MI, MO, NC, NJ, OH, PA, SC, TX, VA
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