AH
Alan O. Hansen
GLOBAL ASSETS ADVISORY
KAMAS, UT 84036
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CRD#: 5588169
AH
Professional summary
Alan Orlin Hansen, who also goes by Alan O. Hansen, Alan Hansen, is a registered financial advisor currently at GLOBAL ASSETS ADVISORY, LLC located in Kamas, Utah and INTERNATIONAL ASSETS ADVISORY, LLC located in Kamas, Utah.
Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Alan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alan O. Hansen | Alan Hansen
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) GLOBAL ASSETS ADVISORY, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - AFFILIATED REGISTERED INVESTMENT ADVISOR - IAR SINCE 11/2019 - APPROX 20 HRS/MO - FEE BASED COMPENSATION 2) HAPCO FINANCIAL GROUP TRUST 1998 PLEASANT VIEW LANE, KAMAS, UT 84036 - PRIVATE LABEL ENTITY FOR FINANCIAL AND REAL ESTATE BUSINESS - TRUSTEE SINCE 1/4/21 - APPROX 120 HRS/MO - SALARY 3) THE ALENE TRUST 1998 PLEASANT VIEW LANE, KAMAS, UT 84036 - TRUSTEE SINCE 01/01/2025 - APPROX 8 HRS/MO - NO COMPENSATION
CRS (Client Relationship Summary) - RIA
Click below to view Alan Orlin Hansen's 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®
NoneExperience
Current
June 27, 2019 - Present
GLOBAL ASSETS ADVISORY, LLC
Office #1: 228 State Road 248 Suite 2a, Kamas, UT 84036RIA
CRD#: 300460
KAMAS, UT
Current
June 25, 2019 - Present
INTERNATIONAL ASSETS ADVISORY, LLC
Office #1: 228 State Road 248 Suite 2a, Kamas, UT 84036RIA
BD
CRD#: 10645
KAMAS, UT
Past
June 25, 2019 - June 26, 2019
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 144426
KAMAS, UT
Past
August 17, 2016 - June 20, 2019
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
KAMAS, UT
Past
February 11, 2014 - May 8, 2018
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
PLEASANT GROVE, UT
Past
January 6, 2012 - January 21, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
SO. JORDAN, UT
Past
December 4, 2008 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
SO. JORDAN, UT
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".
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP
CRD#: 300460 / SEC#: 801-114946
RIA
Registered Investment Advisory firm - (4/5/2019 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Utah(6/25/2019)
IAR
Utah(6/27/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP
CRD#: 300460 / SEC#: 801-114946
RIA
Registered Investment Advisory firm - (4/5/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,213 |
| AUM (Assets Under Management) | $ 338,145,734 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLOBAL ASSETS ADVISORY, LLC
CRD#: 300460Kamas, UT 84036TRUST BUT VERIFY
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