John Hancock Personal Financial Services, LLC
John Hancock Personal Financial Services, LLC (CRD# 174433) is a financial advisory firm headquartered in Boston, MA. They manage $1,851,515,819 in 27,727 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,852MILLION
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Total Number of Accounts27,727ACCOUNTS
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Average Account Value$66,777
- 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
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Tracy Hummel (CRD# 4627489) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Bridgewater, NJ and has over 18 years of experience in the finance industry.
John Kurtak (CRD# 2351349) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 30 years of experience in the finance industry.
Robert Lamb (CRD# 4902144) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 18 years of experience in the finance industry.
Mark Lowbridge (CRD# 4332930) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 22 years of experience in the finance industry.
Joseph Luiz (CRD# 3187202) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Westwood, MA and has over 22 years of experience in the finance industry.
Thomas Lyman (CRD# 6970254) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 5 years of experience in the finance industry.
Eberardo Mariscal (CRD# 5326050) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Yucaipa, CA and has over 16 years of experience in the finance industry.
Kaitlyn McDonough (CRD# 5425995) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 16 years of experience in the finance industry.
Heather Meyers (CRD# 4622110) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Jacksonville, FL and has over 20 years of experience in the finance industry.
Alberto Munoz (CRD# 6006060) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Miami, FL and has over 10 years of experience in the finance industry.