David HansenCRD Number: 1099124
Current Firm: Lincoln Investment
David Hansen (CRD# 1099124) is an Investment Advisor Representative working at Lincoln Investment in Brownsville, OR and has over 19 years of experience in the finance industry.
Clarity Wealth Development, LLC
Kms Financial Services, Inc.
1st Global Advisors Inc.
|Lincoln Investment||Brownsville, OR||Jan 2017 - Current||1|
|Legend Equities Corporation||Palm Beach Gardens, FL||Nov 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV