Andrew Hansen, financial advisor Palm Springs CA
93 score

Andrew Hansen

CRD Number: 5285016
Current Firm: Summit Wealth Partners, LLC

Andrew Hansen (CRD# 5285016) is an Investment Advisor Representative working at Summit Wealth Partners, LLC in Palm Springs, CA and has over 9 years of experience in the finance industry.

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Flc Capital Advisors
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 8
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
Contact Info for Andrew T. Hansen
Phone Number: 407.656.2252
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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