Alan
Hansen

Global Assets Advisory, LLC

CRD#5588169
Investment Advisor
in Kamas, UT

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About this Advisor

Alan Hansen is a financial advisor working out of Kamas, Utah who has 4 years of relevant experience. Hansen currently works for Global Assets Advisory, LLC. Their career trajectory has included roles at World Financial Group, Hapco Inc, Turner Family Trust, Tumbleweed Ii LLC, Transamerica Financial Advisors, Inc, Security National Mortage, Primesource Mortgage, Purshe Kaplan Sterling Investments, Global View Capital Insurance, LTD, Global View Capital Managment, LTD, Global View Capital Advisors, LTD, International Assets Advisory, LLC and International Assets Investment Management, LLC. Hansen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Utah. Global Assets Advisory, LLC is a company that has its headquarters in Orlando, FL. The firm has offices in 13 locations and a total of 20 advisors. It oversees $252 million in assets among its 1,377 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,377 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by Global Assets Advisory, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

228 State Road 248 Suite 2A
Kamas, UT 84036

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Global Assets Advisory, LLC Brokerage Details

Total Assets Under Management

$252,058,519

UT Average: $1,855,561,029
Total Number of Employees

20

UT Average: 62
Total Number of Accounts

1,377

UT Average: 2,474
Average Account Size

$183,049

UT Average: $750,025

Investment Advisory Services

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

Alan Hansen Work History

Alan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

International Assets Advisory, LLC

2019 - Present (5 years)

International Assets Investment Management, LLC

2005 - Present (19 years)

Turner Family Trust

1994 - Present (30 years)

Hapco Inc

2016 - 2019 (3 years)

Global View Capital Managment, LTD

2014 - 2018 (4 years)

Purshe Kaplan Sterling Investments

2014 - 2019 (5 years)

Global View Capital Insurance, LTD

2014 - 2019 (5 years)

Global View Capital Advisors, LTD

2013 - 2014 (1 year)

Primesource Mortgage

2012 - 2014 (2 years)

Transamerica Financial Advisors, Inc

2012 - 2019 (7 years)

Security National Mortage

2008 - 2014 (6 years)

World Financial Group

2002 - 2019 (17 years)

Tumbleweed Ii 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 Alan 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 Global Assets Advisory, LLC

David Lloyd
Orlando, FL
Timothy Rigsby
Merrillville, IN
Laurna Hart James
Baton Rouge, LA
Jay Jensen
Orlando, FL
Ian James
Bridge City, TX
Amy Yost
Kamas, UT
Benjamin Zamojski
Merrillville, IN
Alan Hansen
Kamas, UT

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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