Lawrence HansenCRD Number: 2222839
Current Firm: Capital Planning Advisors LLC
Lawrence Hansen (CRD# 2222839) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 30 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Capital Planning Advisors||Sacramento, CA||Feb 2014 - Current||9|
|Avisen Securites Inc.||Sacramento, CA||Feb 2014 - Oct 2016||2|
|Nfp Securities Inc.||Sacramento, CA||Sep 2006 - Feb 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1992|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management986MILLIONS
Total Number of Accounts996ACCOUNTS
Average Account Value$989,629
- 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)
CA, HI, NV, TX, WA
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