Donald L. Hansen
Professional summary
Donald L. Hansen JR., who also goes by Donald Leo Hansen Jr., Leo Hansen, is a registered financial advisor currently at A & L PERSONAL BUSINESS MANAGEMENT, LLC located in San Francisco, California.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Donald has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald L. Hansen JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2025 - Present
A & L PERSONAL BUSINESS MANAGEMENT, LLC
October 23, 2009 - March 22, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - March 22, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 28, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 28, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 30, 2001 - April 11, 2003
CITIGROUP GLOBAL MARKETS INC.
October 12, 2001 - April 11, 2003
CITIGROUP GLOBAL MARKETS INC.
May 11, 1999 - November 26, 2001
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/2/2025)
Exams
Current Firm
A & L PERSONAL BUSINESS MANAGEMENT, LLC
CRD#: 334626 / SEC#: 801-132942
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 42,982,796 |
Red Flags
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