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Featured Business Financial Advisor in Camarillo, CA
Camarillo Financial Advisors
Financial Life Plans
340 Rosewood Avenue, Suite P
Camarillo, CA 93010
(805) 445-1992
“Meeting the Demands of a Challenging World”
Advisor Profile
Brent Hanson CFP
Name:  Brent Hanson CFP
Phone Number:  (805) 445-1992
Website:  Visit Website
Disclaimer
Michael Brent Hanson is a Registered Representative of and offers securities products & advisory services through Royal Alliance Associates, Inc., a registered broker-dealer and registered investment advisor, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, MD, NE, OR and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. Financial Life Plans is a marketing name for services offered through Royal Alliance Associates, Inc. Certain insurance products may be provided by Brent Hanson as an individual under his insurance license in the state of California #0685991

About Financial Life Plans

We are passionate about the opportunities we have to make a positive impact on your life. We have tailored our practice to offer what we believe are unique benefits that separate us from the average firm. As financial advisors, we play a role in your life's most meaningful moments. You trust us to assess your needs, understand your concerns, and offer relevant recommendations to address your unique situation. We do not take your trust lightly and strive to earn it every day. We are supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind: your success.

OUR COMMITMENT TO YOU: We will listen to what's important to you about money and life With your guidance, we strive to build a sustainable plan designed to help you achieve your goals. We will monitor your plan and investments and communicate often and transparently about your progress. When life presents challenges, we will help you and your loved ones get through those challenges. We settle for nothing less than client service excellence. Beyond providing financial planning, investment management, and insurance services, we help you make decisions, provide clarity, and ensure you are comfortable with where your roadmap is leading you. We make a lifetime commitment to every client we serve, treating you like a member of our family.
 

General Information

States Willing to do Business in:    Agoura Hills,Calabasas,Camarillo,Malibu,Moorpark,Newbury Park,Oak Park,Oak View,Ojai,Oxnard,Port Hueneme,Santa Paula,Simi Valley,Somis,Thousand Oaks,Ventura,West Hills,Westlake Village
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Work Experience:    September 2007-present: Investment Advisory Representative through Royal Alliance Associates, Inc.

March 1997-September 2007: Independent life insurance agent and head of own insurance agency offering life insurance, disability insurance, long term care insurance, and fixed and fixed indexed annuities.

September 1989-February 1997: District Manager for Independent Order of Foresters (IOF Foresters) in Reno, NV 1989-1994, then Ventura, CA 1994-1997. Hired and trained advisors and personally worked with clients on life insurance, disability insurance, long term care insurance, and fixed annuity planning.

September 1985-August 1989: Representative for Independent Order of Foresters (IOF Foresters) working with clients on their life insurance, disability insurance, long term care insurance, and fixed annuity planning.

1979-August 1985: Real estate agent and 1/3 partner of a mortgage brokerage firm.
States Licensed in:    AZ, CA, CO, FL, HI, MD, NE, OR and TX
Insurance License#:    0685991
Firm CRD#:    23131
CRD#:    1832012
Number of Years with Current Firm:    12
Name of Custodial Firm:    Pershing, LLC
Name of Broker/Dealer:    Royal Alliance Associates, Inc.
Years of Experience in Financial Services:    31
 

Services

I can meet clients in the following ways:    Video Conference, Via phone, At your office, At your home, At my office
Investment Types:    Managed accounts, Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 7
Certifications, Accreditations & Designations:    Certified in Long-Term Care (CLTC), CERTIFIED FINANCIAL PLANNER™ Certificant
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care
 

Firm Information

Advisor's Number of Planning Clients:    136
Advisor's Number of Managed Clients:    136
Advisor's Number of Clients:    256
Assets Managed by Advisor:    $24,485,000
Assets Managed by Firm:    $55,000,000
Firm's Number of Managed Clients:    136
Firm's Number of Planning Clients:    136
Firm's Number of Clients:    256
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    $400
Minimum Fee Charged for Managed Accounts:    $1,000
Additional Details on Charges:    The fee percentage shown is an average charge. Depending on the complexity of the clients plan and ongoing requirements, actual fee agreed upon may be more or less than the 1.2% indicated.
Hourly Rate:    $200
Fee % Based on Assets:    1.2
Compensation Methods:    Subscriptions, Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100,000
 
 
 

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