Alan Hansen (CRD# 5588169) is an Investment Advisor Representative working at Global Assets Advisory, LLC in Kamas, UT and has over 15 years of experience in the finance industry.
CRD# 6291844
The Caprock Group, LLC
CRD# 4590694
Next Financial Group, Inc.
CRD# 6308983
Corecap Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Assets Advisory, LLC | Kamas, UT | Jun 2019 - Current | 4 |
| International Assets Investment Management, LLC | Kamas, UT | Jun 2019 - Current | 4 |
| Turner Family Trust | South Jordan, UT | Jun 2005 - Apr 2021 | 15 |
| Hapco Inc. | South Jordan, UT | Mar 1994 - Apr 2021 | 27 |
| Global View Capital Managment, Ltd. | Waukesha, WI | Apr 2016 - Jun 2019 | 3 |
| Global View Capital Insurance, Ltd. | Waukesha, WI | Feb 2014 - Jun 2019 | 5 |
| Global View Capital Advisors, Ltd. | Waukesha, WI | Jan 2014 - Jun 2019 | 5 |
| Tumbleweed Ii LLC | South Jordan, UT | Mar 2002 - Jun 2019 | 17 |
| Security National Mortage | Draper, UT | May 2012 - Jan 2019 | 6 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- UT
-
Total Assets Under Management303MILLIONS
-
Total Number of Accounts1,662ACCOUNTS
-
Average Account Value$182,388
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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