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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Hansen is a financial advisor with over 20 years of experience in the industry. He has been a registered representative and investment advisor for over 20 years, specializing in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Gregory currently works with Vanguard Advisers, Inc., and has previously held positions at USAA INVESTMENT SERVICES COMPANY and USAA FINANCIAL ADVISORS, INC.. Gregory holds the Series 7, 24, 51, 63, and 65 securities licenses, as well as the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
04/17/2024 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
06/08/2020 - 07/09/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/10/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/29/1999 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 11/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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