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LH

Len C. Hanson

WARREN STREET WEALTH ADVISORS
IRVINE, CA 92618
Some features on this profile are disabled
CRD#: 2106118
LH

Professional summary


Len Chris Hanson, who also goes by Lenny Hanson, Leonard Hanson, is a registered financial advisor currently at WARREN STREET WEALTH ADVISORS, LLC located in Irvine, California.

Len is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Len has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lenny Hanson | Leonard Hanson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CHEVRON USA (NOT INVESTMENT RELATED),324 EL SEGUNDO BLVD, EL SEGUNDO CA 90245,OIL REFINERY,OPERATIONS ASSISTANT, START DATE: 06/28/1982, 40 HRS/WEEK, 20 HRS/WEEK DURING SECURITIES TRADING HRS; MANAGE HIGH VALUE PRODUCT BLENDING AT THE REFINERY.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Len Chris Hanson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 27, 2015 - Present

WARREN STREET WEALTH ADVISORS, LLC

Office #1: 200 Spectrum Center Drive Suite 300, Irvine, CA 92618
RIA
CRD#: 173447
IRVINE, CA
Past

March 12, 2012 - March 24, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
ORANGE, CA
Past

May 29, 1991 - March 28, 2002

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WS
WARREN STREET WEALTH ADVISORS, LLC
WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC

CRD#: 173447 / SEC#: 801-117597

RIA
Registered Investment Advisory firm - (11/8/2019 Approved)
California
Registered Investment Advisory firm - (2/14/2020 Terminated)
Texas
Registered Investment Advisory firm - (1/15/2020 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/27/2015)
IAR
Texas
(2/27/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/23/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


WS
WARREN STREET WEALTH ADVISORS, LLC
WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC

CRD#: 173447 / SEC#: 801-117597

RIA
Registered Investment Advisory firm - (11/8/2019 Approved)
California
Registered Investment Advisory firm - (2/14/2020 Terminated)
Texas
Registered Investment Advisory firm - (1/15/2020 Terminated)
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Contact information


Main Address
200 Spectrum Center Drive Suite 300, Irvine, CA 92618
Mailing Address
Phone number
(714) 876-6200
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WARREN STREET WEALTH ADVISORS, LLC ADV PART 2A BROCHURE (2/3/2025)

Regulatory assets under management


Total Number of Accounts1,020
AUM (Assets Under Management)$ 457,771,459

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WARREN STREET WEALTH ADVISORS, LLC

CRD#: 173447Irvine, CA 92618

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