Grant Hansen
Grant Hansen is a registered investment advisor at Independent Financial Group, LLC, based in Huntington Beach, CA, with 16 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Huntington Beach, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Criminal
February 1994Other Business Activities
Grant is a joint owner of residential rental properties, dedicating minimal time to these activities. He also uses "Tower Road Financial" as a DBA for marketing purposes as an IAR and registered representative.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.Broker
State Registrations9 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.