James Hancock, financial advisor Ammon ID

James Hancock

CRD Number: 6144258
Current Firm: Preferred Retirement Options, Inc.

James Hancock (CRD# 6144258) is an Investment Advisor Representative working at Preferred Retirement Options, Inc. in Ammon, ID and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Preferred Retirement Options Inc. Ammon, ID Jan 2020 - Current 4
East Idaho Flag Football League LLC Idaho Falls, ID Sep 2015 - Current 8
Self Employed Life And Health Insurance Idaho Falls, ID Nov 2014 - Current 9
Preferred Retirement Options Idaho Falls, ID Sep 2012 - Jan 2020 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for James T. Hancock
Phone Number: 208-521-2957
Registered State(s):
  • AZ
  • ID
  • TX
  • UT
  • WY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, ID, NV, TX, UT, WY

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