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Kelly Marie Hansen

Legacy Advisors, LLC

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About Kelly Marie Hansen

Kelly Marie Hansen is a financial advisor with Legacy Advisors, LLC. Kelly has over 5 years of experience in the financial services industry. Kelly specializes in financial planning, portfolio management, and pension consulting. Kelly is licensed to provide investment advice in Pennsylvania. Before joining Legacy Advisors, LLC, Kelly was an advisor with PFS Investments Inc. Kelly is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Kelly Hansen is currently registered with Legacy Advisors, LLC. Legacy Advisors, LLC is an investment advisor based in Plymouth Meeting, PA. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. The firm has approximately $3.6 billion in regulatory assets under management.
Legacy Advisors, LLC

5 APOLLO ROAD, SUITE 100

PLYMOUTH MEETING, PA 19462

$3.64B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Hansen’s Registration & Firm History

PA

12/01/2023 - Present

Legacy Advisors, LLC (PLYMOUTH MEETING PA)

PA

10/01/2018 - 12/01/2022

PFS INVESTMENTS INC. (CHALFONT PA)

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Licenses & Designations

IA

Issued 06/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Marie Hansen.
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