Nickie
Dally
Hansen & Associates Financial Group Inc
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About this Advisor
Nickie Dally is a financial advisor who works in Elk Grove, California who has 2 years of industry experience. Dally is on the advisory team at Hansen & Associates Financial Group Inc. Throughout their career, they have worked at Nick Dally Dba Pacific Crest Financial And Insurance Services, Coppell Advisory Solutions, LLC, Virtue Capital Management, LLC, Blueprint Wealth Partners, LLC, National Gold Consultants, Blueprint Investments And Tax Planning, Cadger Tax And Financial and Hansen & Associates Financial Group, Inc. Dally holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Hansen & Associates Financial Group Inc is an advisory firm operating out of Sacramento, CA. It oversees $196 million in total assets between its 1,177 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,177 client accounts, just 14% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules vary depending on which services are provided. Fee types billed by Hansen & Associates Financial Group Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hansen & Associates Financial Group Inc Brokerage Details
$196,197,062
4
1,177
$166,692
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nickie Dally Work History
Nickie has been registered as a financial advisor for 2 years.*
Cadger Tax And Financial
Hansen & Associates Financial Group, Inc
National Gold Consultants
Nick Dally Dba Pacific Crest Financial And Insurance Services
Blueprint Wealth Partners, LLC
Blueprint Investments And Tax Planning
Virtue Capital Management, LLC
Coppell Advisory Solutions, LLC
*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 Nickie Dally 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 Hansen & Associates Financial Group Inc
Sacramento, CA
Sacramento, CA
Sacramento, CA
Elk Grove, CA
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.
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