linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Thomas Hancock

Preferred Retirement Options, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Thomas Hancock

James Thomas Hancock is a registered investment advisor representative with Preferred Retirement Options, Inc. James holds a Series 65 license and is registered with the states of Arizona, Idaho, Texas, Utah and Wyoming. James has been in the industry since September 2012. James is also self-employed as an insurance agent, selling life and health insurance. James is a partner in the East Idaho Flag Football League. Preferred Retirement Options, Inc. provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals. The firm has approximately 480 clients. Preferred Retirement Options, Inc. charges fixed fees and a percentage of assets.

Firm Information

James Hancock is currently registered with Preferred Retirement Options, Inc.. Preferred Retirement Options, Inc. is an investment advisor registered with the SEC. They have 4 licensed agents and 5 investment advisor representatives. They offer financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately 480 client accounts.

Not reported

Assets Under Management

480

Total Clients

5

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Hancock’s Registration & Firm History

ID

04/11/2023 - Present

Preferred Retirement Options, Inc. (AMMON ID)

Not sure if James Thomas Hancock is right for you?

Licenses & Designations

IA

Issued 03/01/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Thomas Hancock.
Not sure if James Thomas Hancock is right for you?