Theresa Ann HansonCRD Number: 5389705
Current Firm: Vanguard Advisers Inc.
Theresa Ann Hanson (CRD# 5389705) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|The Vanguard Group, Inc.||Scottsdale, AZ||Sep 2008 - Current||9|
|Maricopa County Attorney's Office||Phoenix, AZ||Jul 2008 - Current||9|
|Wachovia Securities, LLC||Phoenix, AZ||Jul 2007 - May 2008||< 1|
|Wachovia Bank, N.a.||Phoenix, AZ||May 2007 - May 2008||1|
|World Savings Bank Fsb||Mesa, AZ||Oct 1997 - May 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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