PH
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Paul Hansen

42 Years of Experience
Santa Ana, CA
Broker

Paul Hansen is a registered investment advisor at Morgan Stanley, based in Santa Ana, CA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2677 North Main Street, Suite 1000, Santa Ana, CA, 92705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul works as an instructor and is also a dog owner involved in recreation. These activities take minimal time outside of business hours and are not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citicorp Investment Services
November 2006 - May 2007 · 6 mos
Citicorp Investment ServicesBroker
November 2006 - May 2007 · 6 mos
Citigroup Global Markets INC.
May 2005 - November 2006 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
March 2001 - November 2006 · 5 yrs 8 mos
American Express Financial Advisors INC.Broker
June 2000 - November 2000 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - June 2000 · 2 yrs 7 mos
Fidelity Brokerage Services, INC.Broker
January 1992 - October 1997 · 5 yrs 9 mos
Nathan & Lewis Securities, INC.Broker
January 1990 - December 1990 · 11 mos
Shearson Lehman Hutton INC.Broker
April 1989 - January 1990 · 9 mos
Lutheran Brotherhood Securities CORP.Broker
July 1982 - April 1989 · 6 yrs 9 mos
State Registrations28 states
AZCACOCTDEFLGAHIIDILLAMAMDMIMNNCNHNJNVNYOHPASCTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.