Unclaimed
Hansen Rory Champlin is a financial advisor who has been in the industry since 1994. Hansen is currently registered with Independent Financial Partners and has previously been registered with LPL Financial LLC, XCU Capital Corporation, Inc., Cal Fed Investments, and SunAmerica Securities, Inc. Hansen has a wide range of experience and expertise in financial planning, investment management, and retirement planning. Hansen is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Hansen is committed to providing his clients with the highest level of service and support.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
CA
12/07/2023 - Present
Independent Financial Partners (Torrance CA)
CA
10/02/2007 - 06/14/2023
LPL FINANCIAL LLC (TORRANCE CA)
CA
02/25/2002 - 09/14/2007
XCU CAPITAL CORPORATION, INC. (HAWTHORNE CA)
CA
11/25/1997 - 02/22/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
AZ
02/06/1994 - 11/20/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 08/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Hansen Champlin is the right advisor for you? Invested Better is here to help.