Ross Hansen (CRD# 1726079) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oceanside, CA and has over 36 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Oceanside, CA | Oct 2023 - Current | < 1 |
| Edward Jones | St.louis, MO | Jul 2019 - Oct 2023 | 4 |
| Pure Financial Advisors, Inc. | San Diego, CA | May 2018 - Jul 2019 | 1 |
| Alpha Cubed Investments, LLC | Irvine, CA | Feb 2017 - May 2018 | 1 |
| Private Client Services, LLC | Louisville, KY | Feb 2017 - Dec 2017 | < 1 |
| Morgan Stanley Smith Barney | San Diego, CA | Jun 2009 - Feb 2017 | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jun 2009 - Feb 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, WY
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