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CFP
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CFP

Virginia Hansen

Prospera Financial Services, INC.
29 Years of Experience
Asheville, NC
Broker
View SEC Summary
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Virginia Hansen is a CFP-designated registered investment advisor at Prospera Financial Services, INC., based in Asheville, NC, with 29 years of industry experience. Virginia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.

Prospera Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
283 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

38 Orchard Street, Asheville, NC, 28801

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Virginia owns Paige Hansen, Inc., and is a board member of Hansen Montanari & Assoc, both investment-related businesses, spending about 10-20% of her time on each. She is also a member of Arlington 18, LLC, which is not investment related and requires minimal time.

Employment History
Current Registrations
Prospera Financial Services, INC.
June 2006 - Present · 20 yrs 4 mos
Prospera Financial Services, INC.Broker
January 2006 - Present · 20 yrs 9 mos
Previous Registrations
Morgan Stanley
November 2003 - January 2006 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 2003 - January 2006 · 2 yrs 3 mos
Lehman Brothers INC.Broker
October 1996 - December 2002 · 6 yrs 2 mos
State Registrations11 states
DCFLGANCNYOHPASCTNVAVT
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.
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