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Grace Leslee Hansen

Investment adviser representative at Pacific Point Advisors, LLC
11 yearsExperience
1 stateRegistered in
$389.6MFirm assets
4 yearsFirm in business

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How the firm charges

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

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Market timing

Experience

11 years in the industry.

  1. Pacific Point Advisors, LLCJan 2025 to now
  2. Commloan, Inc.Aug 2023 to Dec 2024
  3. StudentFeb 2023 to May 2023
  4. UnemployedAug 2021 to Jan 2023
  5. StudentJun 2020 to Jul 2021
  6. UnemployedNov 2015 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Pacific Point Advisors, LLC

$389.6MAssets managed
86Clients
5Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8189477
Firm CRD
310731
Advisor's SEC record (opens in a new tab)
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