James Hanley (CRD# 2923685) is an Investment Advisor Representative working at Envoy Advisory Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envoy Advisory Inc. | Palmer Lake, CO | Jun 2021 - Current | 2 |
| Edward Jones | St. Louis, MO | Feb 2019 - Apr 2021 | 2 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - Nov 2018 | < 1 |
| Usaa Financial Advisors | Colorado Springs, CO | Aug 2013 - Nov 2018 | 5 |
| Usaa Financial Planning Services | Colorado Springs, CO | Aug 2013 - Nov 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CO
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Total Assets Under Management451MILLIONS
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Total Number of Accounts2,100ACCOUNTS
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Average Account Value$214,814
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, WA, WI
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