Kelly M. Hansen
Professional summary
Kelly Marie Hansen, who also goes by Kelly Fink, Kelly M Fink, Kelly Hansen, is a registered financial advisor currently at LEGACY ADVISORS, LLC located in Plymouth Meeting, Pennsylvania.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kelly has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Marie Hansen's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2023 - Present
LEGACY ADVISORS, LLC
Office #1: 5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462July 29, 2020 - December 1, 2022
PFS INVESTMENTS INC.
October 1, 2018 - December 1, 2022
PFS INVESTMENTS INC.
Primary Firm SEC Registration
LEGACY ADVISORS, LLC
CRD#: 139830 / SEC#: 801-66582
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/1/2023)
Exams
Current Firm
LEGACY ADVISORS, LLC
CRD#: 139830 / SEC#: 801-66582
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,257 |
| AUM (Assets Under Management) | $ 4,182,473,646 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/12/2025 | ||
| 09/19/2024 | ||
| 09/18/2024 | ||
| 03/27/2024 | ||
| 01/19/2023 |
Red Flags
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