Dustin
Hansen

Unionbanc Investment Services, LLC

CRD#5599146
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dustin Hansen is a financial advisor based in Los Angeles, California with 6 years of industry experience. Hansen works at Unionbanc Investment Services, LLC. Hansen has gained experience at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Mufg Union Bank and Unionbanc Investment Services. Hansen holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Unionbanc Investment Services, LLC is a financial advisory firm based out of Glendale, CA. The firm has offices in 203 locations and a total of 388 people on staff. It has $2 billion in assets under management between its 4,542 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to four charitable organizations. Of its 4,542 accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. However, fees charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

445 S Figueroa Street Suite 201
Los Angeles, CA 90071

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,473,263,990

CA Average: $7,578,581,321
Total Number of Employees

388

CA Average: 43
Total Number of Accounts

4,542

CA Average: 3,727
Average Account Size

$324,365

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Dustin Hansen Work History

Dustin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mufg Union Bank

2017 - Present (7 years)

Unionbanc Investment Services

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2006 - 2017 (11 years)

Wells Fargo Bank, N.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dustin Hansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Unionbanc Investment Services, LLC

James Fujita
Glendale, CA
Hector Penalosa
Coronado, CA
John Frantz
Bakersfield, CA
Robert Joseph
Los Angeles, CA
Monisha Mapp
Glendale, CA
Negin Banaei
San Diego, CA
Harold Rhee
San Francisco, CA
Jeremy Wallen
Tempe, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started