Ross Hansen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Carlsbad, CA, with 37 years of industry experience. Ross is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2530 El Camino Real, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Edward Jones
Edward JonesBroker
Pure Financial Advisors, INC.
Private Client Services, LLCBroker
Alpha Cubed Investments, LLC
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond J. Lucia Companies, INC.
Securities America, INC.Broker
Ken Stern & Associates INC
First Allied Securities, INC.Broker
Charles Schwab & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations5 states
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
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