Scott Hansen, financial advisor Westlake Village CA
96 score

Scott Hansen

CRD Number: 3097999
Current Firm: Wells Fargo Advisors, LLC

Scott Hansen (CRD# 3097999) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Westlake Village, CA and has over 18 years of experience in the finance industry. Scott Hansen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Westlake Village, CA Jan 2011 - Current 5
Wells Fargo Bank Westlake Village, CA Jul 2008 - Current 8
Wells Fargo Investments, LLC Westlake Village, CA Jul 2008 - Jan 2011 2
Banc Of America Investment Services, Inc. Westlake Village, CA Jan 2001 - Jun 2008 7
Bank Of America, N.a. Camarillo, CA Mar 1999 - Jun 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Scott P. Hansen
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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