BH
ChFC
BH
ChFC

Blake Hansen

25 Years of Experience
St George, UT
BrokerSells Insurance

Blake Hansen is a ChFC-designated registered investment advisor at LPL Financial LLC, based in St George, UT, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

437 S. Bluff St,Ste 301, St George, UT, 84770

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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 ActivitiesSells Insurance

Blake is involved in several business activities, including private wealth management since 2001, and DBAs for LPL business. He also has involvement with insurance-related activities, dedicating a few hours per week to these endeavors.

Employment History
Current Registrations
LPL Financial LLC
June 2019 - Present · 7 yrs 3 mos
LPL Financial LLC
June 2019 - Present · 7 yrs 3 mos
LPL Financial LLCBroker
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
February 2003 - June 2019 · 16 yrs 4 mos
MML Investors Services, LLCBroker
February 2003 - June 2019 · 16 yrs 4 mos
Mony Securities Corporation
May 2001 - February 2003 · 1 yr 9 mos
Mony Securities CorporationBroker
March 2001 - February 2003 · 1 yr 11 mos
State Registrations19 states
AZCACOFLGAHIIDKYMTNDNVORSCTNTXUTWAWIWY
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.
Blake Hansen - Financial Advisor | TrueAdvisor