Len Hanson (CRD# 2106118) is an Investment Advisor Representative working at Warren Street Wealth Advisors, LLC in Newport Beach, CA and has over 33 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | Orange, CA | Oct 2014 - Current | 9 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2012 - Current | 12 |
| Chevron Usa | San Pedro, CA | Jun 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- CA
- TX
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Total Assets Under Management358MILLIONS
-
Total Number of Accounts899ACCOUNTS
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Average Account Value$398,043
- 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)
AZ, CA, NE, NV, NY, TX, WA
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