Unclaimed
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.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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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)
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
Active
Inactive
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