Donald L. Hansen

Employer firm

A & L Personal Business Management, LLC CRD 334626

$43.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2011 → 02/2024
  Bank Of America, N.A.
  San Francisco, CA
• 02/2024 → Present
  A & L Personal Business Management, Llc
  San Francisco, CA

Previous Registrations

• 2009-10-23 → 2024-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2003-03-28 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Palo Alto, CA
  Daly City, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2001-10-30 → 2003-04-11
  Citigroup Global Markets Inc.
  San Francisco, CA

Other Businesses

INSURANCE SALES; AS OF 02/2024, INVESTMENT-RELATED, INSURANCE AGENT, APPROXIMATLEY 0 HOURS SPENT PER MONTH AND 0 HOURS DURING TRADING HOURS, CONDUCTED AT BRANCH LOCATION.

Exams

• S66 Uniform Combined State Law Examination
  1999-07-16

Other Names

• Leo Hansen
• Donald Leo Hansen