Preferred Retirement Options, Inc.

Preferred Retirement Options, Inc. (CRD# 116172) is a financial advisory firm headquartered in Ammon, ID. They serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

AZ, ID, NV, TX, UT, WY

Financial Advisors at Preferred Retirement Options, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Olin K. Barkdull
CRD#: 1080780
Idaho Falls, ID

Olin Barkdull (CRD# 1080780) is an Investment Advisor Representative working at Preferred Retirement Options, Inc. in Idaho Falls, ID and has over 30 years of experience in the finance industry.

2
Vern Barkdull
CRD#: 6943841
2470 E. Flamingo Rd Suite A, Las Vegas, NV 89121

Vern Barkdull (CRD# 6943841) is an Investment Advisor Representative working at Preferred Retirement Options, Inc. in Las Vegas, NV and has over 5 years of experience in the finance industry.

3
Aaron B. Davis
CRD#: 6270715
2470 E. Flamingo Rd. Suite A, Las Vegas, NV 89121

Aaron Davis (CRD# 6270715) is an Investment Advisor Representative working at Preferred Retirement Options, Inc. in Las Vegas, NV and has over 9 years of experience in the finance industry.

4
James L. Hancock
CRD#: 2508842
Idaho Falls, ID

James Hancock (CRD# 2508842) is an Investment Advisor Representative working at Preferred Retirement Options, Inc. in Idaho Falls, ID and has over 29 years of experience in the finance industry.

5
James T. Hancock
CRD#: 6144258
3456 E. 17th St., Suite 260, Ammon, ID 83406

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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