MarcHansen- Financial Advisor Wilmington, DE

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About Marc Hansen

At JPL Asset Management and Planning, I bring experience, knowledge, integrity and trust to work on every clients financial plan. Each client has specific needs that I address as we collaborate on a financial plan to help them achieve their goals and realize their dreams in retirement. I believe in growing and protecting a clients assets not only during their working years but in retirement as well. I look forward to working together to help you reach your financial goals.

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General Information

Firm Start Year

CRD#

2744663

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Work with the following types of clients

Businesses

Advisory Services Provided

Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Advisor's Number of Clients

Assets Managed by Advisor

$100000

Compensation and Fees

Compensation Methods

Based on Assets, Flat Fee, Commissions

Education

BA -Economics -

University of Virginia
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886598/paladinregistry-JPL-Asset-Management-and-Planning-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Marc Hansen

JPL Asset Management and Planning