Susan Hancock, financial advisor Jackson WY
96 score

Susan Hancock

CRD Number: 3116596
Current Firm: Investment Centers Of America, Inc.

Susan Hancock (CRD# 3116596) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Jackson, WY and has over 7 years of experience in the finance industry. Susan 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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Professional Designations
Company Name Location Dates Years
Investment Centers Of America Jackson, WY Feb 2013 - Current 3
Bancwest Investment Services Jackson, WY Jul 2011 - Feb 2013 1
Bank Of The West Jackson, WY Jul 2011 - Feb 2013 1
R.w. Pressprich & Company New York, NY Jun 2010 - Jun 2011 1
Fieldstone Services Corp New York, NY Feb 2009 - Jun 2010 1
Unemployed Westport, CT Jan 2009 - Feb 2009 < 1
Hsh Nord Bank New York, NY Jul 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Susan A. Hancock
Phone Number: 866-275-4422
Registered State(s):
  • CA
  • TX
  • GA
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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