Richard Hansen, financial advisor San Dimas CA

Richard Hansen

CRD Number: 6824689
Current Firm: Transamerica Financial Advisors, Inc.

Richard Hansen (CRD# 6824689) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Dimas, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wfg Direct Pasadena, CA Aug 2021 - Current 2
Legal Shield Ada, OK Jun 2020 - Current 3
State Of California, Acting By And Through The California Health Sacramento, CA Mar 2020 - Current 4
Tokio Marine Hcc Medical Indianapolis, IN Aug 2019 - Current 4
Transamerica Financial Advisors, Inc. Pasadena, CA May 2019 - Current 4
Netlaw Louisville, KY Jan 2019 - Current 5
Calchoice Orange, CA Oct 2016 - Current 7
World Financial Group, Inc. Pasadena, CA Jul 2016 - Current 7
Revolution Financial Management San Dimas, CA Jul 2016 - Current 7
A Better Tomorrow Education Whittier, CA Dec 2019 - Sep 2020 < 1
Transamerica Financial Advisors, Inc. Pasadena, CA Jun 2017 - Apr 2018 < 1
Hansen Professional Services Palmdale, CA May 2016 - Jun 2017 1
Unemployed Palmdale, CA May 2016 - Jul 2016 < 1
Bank Of America Lancaster, CA Dec 2005 - May 2016 10
Bank Of America Lancaster, CA Dec 2005 - May 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2019
S65 NASAA Investment Advisors Law Examination Jul 2019
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard A. Hansen
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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