Andrew Hansen (CRD# 5285016) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Palm Springs, CA and has over 10 years of experience in the finance industry.
CRD# 1795405
Centaurus Financial, Inc.
Score
96
CRD# 1069521
Balboa Wealth Partners, Inc.
Score
96
CRD# 2737513
Flc Capital Advisors
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Partners, LLC | Palm Springs, CA | Dec 2015 - Current | 1 |
| 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 |
| M.l. Stern & Company, LLC | Carmel, CA | Jan 2007 - Feb 2008 | 1 |
| Western Sierra Insurance Services, LLC | Carmel Valley, CA | Oct 2004 - Jan 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- CA
-
Total Assets Under Management378MILLIONS
-
Total Number of Accounts1,020ACCOUNTS
-
Average Account Value$370,588
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, MI, NC, OH, SC, TX, VA
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