Grant Hansen, financial advisor San Jose CA
63 score

Grant Hansen

CRD Number: 5402264
Current Firm: Independent Financial Group, LLC

Grant Hansen (CRD# 5402264) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Jose, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group, Inc. San Jose, CA Feb 2016 - Current < 1
Bank Of America, N.a. San Jose, CA Jan 2016 - Feb 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose, CA Apr 2010 - Feb 2016 5
Unemployed San Jose, CA Jan 2009 - Apr 2010 1
Ameriprise Financial Services, Inc. San Jose, CA May 2008 - Jan 2009 < 1
Unemployed Campbell, CA Jan 2008 - Apr 2008 < 1
In Residential San Jose, CA May 2007 - Dec 2007 < 1
Full-time Education Fremont, CA Sep 2006 - May 2007 < 1
Self-employed Campbell, CA Jan 2000 - Sep 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Grant A. Hansen
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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, VT, WA, WI, WV

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BADGES
63

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