Invested Better
Unclaimed

Unclaimed

Unclaimed

William Wayne Hancock, iii

Atlas Brown

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

About William Wayne Hancock, iii

William Wayne Hancock, iii is an investment advisor representative with Atlas Brown in Louisville, KY. William has been working in the industry since 1991. William has a Series 7, Series 63 and Series 65 license and is a Chartered Financial Analyst. William has been employed by Atlas Brown since 2005, prior to that William worked for PURSHE KAPLAN STERLING INVESTMENTS and NORTHEAST SECURITIES, INC. William also serves on the Board of Directors of the Filson Historical Society.

Firm Information

William Hancock, iii is currently registered with Atlas Brown. Atlas Brown is an investment advisor headquartered in LOUISVILLE, KY, United States. The firm has 7 investment adviser representatives and manages approximately $455,213,189 in regulatory assets. Atlas Brown provides financial planning, portfolio management for businesses and individuals, and selection of other advisers. They primarily serve individuals other than high-net-worth individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Their website is HTTPS://WWW.ATLASBROWN.COM.
Atlas Brown

333 EAST MAIN STREET

LOUISVILLE, KY 40202-1259

$455.21M

Assets Under Management

17

Total Clients

6

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

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

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.

William Hancock, iii’s Registration & Firm History

KY

01/01/2025 - Present

Atlas Brown (LOUISVILLE KY)

KY

08/19/2008 - 01/02/2013

PURSHE KAPLAN STERLING INVESTMENTS (LOUISVILLE KY)

KY

01/10/2005 - 08/22/2008

NORTHEAST SECURITIES, INC. (LOUISVILLE KY)

KY

02/11/1991 - 02/04/2005

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

Not sure if William Wayne Hancock, iii is right for you?

Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Wayne Hancock, iii.
Not sure if William Wayne Hancock, iii is right for you?