AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WH

William J. Hansen

BDC INVESTMENT ADVISORS
PALM DESERT, CA 92660
Some features on this profile are disabled
CRD#: 727124
WH

Professional summary


William John Hansen, who also goes by William J Hansen, is a registered financial advisor currently at BDC INVESTMENT ADVISORS, LLC located in Palm Desert, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. William has worked at 3 firms and has passed the Series 65, Series 52 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


William J 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.
SOUTHLAND CAPITAL PARTNERS, LLC 1221 OCEAN AVE., SUITE 208 SANTA MONICA, CA 90401 ACQUIRES PRIVATE COMPANIES FOR INVESTMENT SPEND APPROX. 8 HOURS A MONTH, SOMETIMES DURING TRADING HOURS. HANSEN CAPITAL 74670 CANDLEWOOD STREET PALM DESERT, CA 92660 RESPONSIBLE FOR MARKETING, IDENTIFYING AND NEGOTIATING WITH BUYERS OF BUSINESSES OR LENDERS. SPEND APPROX. 2 HOURS A MONTH, NONE DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William John 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®
None

Experience


Current

October 9, 2008 - Present

BDC INVESTMENT ADVISORS, LLC

Office #1: 74670 Candlewood Street, Palm Desert, CA 92660
RIA
CRD#: 147627
PALM DESERT, CA
Past

October 23, 1990 - June 23, 1992

AXIOM CAPITAL MANAGEMENT, INC.

BD
CRD#: 26580
Past

March 23, 1981 - October 31, 1988

DAHLKE & CO., INC.

BD
CRD#: 7166

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
(10/9/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/4/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BI
BDC INVESTMENT ADVISORS, LLC
BDC INVESTMENT ADVISORS, LLC | SOUTHLAND CAPITAL MANAGEMENT, LLC

CRD#: 147627 / SEC#:

California
Registered Investment Advisory firm - (10/10/2008 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Palm Desert, CA
Mailing Address
Phone number
(760) 485-1252
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 8,382,658

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


BDC INVESTMENT ADVISORS, LLC

CRD#: 147627Palm Desert, CA 92660

TRUST BUT VERIFY

Monitor William Hansen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
IRVINE, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Michael Gregory Jensen
Michael JensenAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
Irvine, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics