David Hansen (CRD# 1763771) is an Investment Advisor Representative working at Avantax Advisory Services in Penn Yan, NY and has over 36 years of experience in the finance industry.
CRD# 4263187
Edward Jones
CRD# 2653237
Securities America Advisors, Inc.
CRD# 5061678
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Penn Yan, NY | Sep 1995 - Current | 28 |
| Melaleuca | Irving, TX | Jan 1990 - Current | 34 |
| Avantax Investment Services, Inc. | Penn Yan, NY | Oct 1987 - Current | 36 |
| David T. Hansen, Cpa | Penn Yan, NY | Apr 1977 - Current | 47 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1987 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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