Richard Hansen
Richard Hansen is a registered investment advisor at Transamerica Financial Advisors, LLC, based in San Dimas, CA, with 7 years of industry experience. Richard 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 42,735 clients with $2.1B 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 | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
133 E Bonita Ave, Suite 202, San Dimas, CA, 91773
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Regulatory History (1)
Financial
November 2018Other Business ActivitiesSells Insurance
Richard sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also solicits businesses and individuals for health insurance and sells prepaid legal plans, dedicating minimal time to these activities.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
State Registrations12 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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