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Alan Orlin Hansen

Investment adviser representative at Global Assets Advisory, LLC
32 yearsYears since first job or exam
1 stateRegistered in
$551.7M
7 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

32 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Global Assets Advisory, LLCJun 2019 to now
  2. International Assets Advisory, LLCJun 2019 to now
  3. International Assets Investment Management, LLCJun 2019 to now
  4. Global View Capital Managment, Ltd.Apr 2016 to Jun 2019
  5. Global View Capital Insurance, Ltd.Feb 2014 to Jun 2019
  6. Purshe Kaplan Sterling InvestmentsFeb 2014 to May 2018
  7. Global View Capital Advisors, Ltd.Jan 2014 to Jun 2019
  8. Security National MortageMay 2012 to Jan 2019
  9. Turner Family TrustJun 2005 to Apr 2021
  10. Tumbleweed Ii LLCMar 2002 to Jun 2019
  11. Hapco Inc.Mar 1994 to Apr 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (UT).

Global Assets Advisory, LLC

$551.7M
2,588Clients
30Advisers
7 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

5588169
300460
Advisor's SEC record (opens in a new tab)
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