Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Trevell Hancock is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management and over 1,900,000 accounts. Kerry has been a registered representative with LPL Financial LLC since May 7, 2021. Kerry has earned the Series 63, Series 6TO and SIE licenses, and is registered in Indiana. Kerry has a strong background in providing financial advice to a variety of clients including individuals, corporations, high net worth individuals, and charitable organizations. Kerry's goal is to help clients achieve their financial goals through comprehensive financial planning, investment management, and other financial services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IN
05/07/2021 - Present
LPL Financial LLC (GRANGER IN)
BC
Issued 01/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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