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JH

James P. Hancock

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CRD#: 1221197
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Parrish Hancock was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 4 firms and has passed the Series 63, SIE, Series 15, Series 5, Series 3, Series 7, Series 28, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 11, 1995 - March 29, 2016

HANCOCK FINANCIAL, INC.

BD
CRD#: 37629
LA JOLLA, CA
Past

February 7, 1989 - August 24, 1995

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
CARLSBAD, CA
Past

July 17, 1984 - January 18, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 21, 1983 - March 20, 1984

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/31/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 11/5/1986
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 11/5/1986
Interest Rate Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/11/1995
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HF
HANCOCK FINANCIAL, INC.
HANCOCK FINANCIAL, INC.

CRD#: 37629 / SEC#: , 8-47910

BD
Terminated by SEC on 03/29/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 12/30/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HANCOCK, JAMES PARRISHPRESIDENT1221197
HANCOCK, JAMES PARRISHCHIEF COMPLIANCE OFFICER1221197

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HANCOCK FINANCIAL, INC.

CRD#: 37629

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