Connie HancockCRD Number: 6385402
Current Firm: Petra Financial Advisors Inc.
Connie Hancock (CRD# 6385402) is an Investment Advisor Representative working at Petra Financial Advisors Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry. Connie Hancock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Petra Financial Advisors, Inc.||Colorado Springs, CO||Jan 2006 - Current||12|
Total Assets Under Management132MILLIONS
Total Number of Accounts579ACCOUNTS
Average Account Value$228,778
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, NE, TX, WA