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Adam Smith Hancock

Transamerica Financial Advisors, Inc.

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About Adam Smith Hancock

Adam Hancock is a registered representative with Transamerica Financial Advisors, Inc. Adam has been in the financial services industry since February 2009. Adam is licensed in multiple states and holds a Series 6, 63, 26, and 65 license. Adam's primary focus is working with individuals and helping them create a financial plan that meets their needs. Adam also has experience working with clients in the areas of charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Adam's prior experience includes positions with World Financial Group and Debtmerica Relief, LLC. Adam is committed to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.

Firm Information

Adam Hancock is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Adam Hancock’s Registration & Firm History

CA

04/27/2021 - Present

Transamerica Financial Advisors, Inc. (Irvine CA)

CA

02/16/2009 - 01/06/2012

WORLD GROUP SECURITIES, INC. (BURBANK CA)

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Licenses & Designations

IA

Issued 11/30/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Smith Hancock.
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