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JH

James W. Hankinson

HANKINSON WEALTH ADVISORS LLC
Greensboro, GA 30642
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CRD#: 2721226
JH

Professional summary


James Walter Hankinson, CFP®, who also goes by Hank Hankinson, James W Hankinson, is a registered financial advisor currently at HANKINSON WEALTH ADVISORS LLC located in Greensboro, Georgia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Hank Hankinson | James W Hankinson

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) - RIA


Click below to view James Walter Hankinson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1998

Experience


Current

July 19, 2018 - Present

HANKINSON WEALTH ADVISORS LLC

Office #1: 1041 Parkside Commons Suite 103, Greensboro, GA 30642Office #2: 1259 Greene Street, Augusta, GA 30901
RIA
CRD#: 293628
Greensboro, GA
Past

May 1, 2007 - March 27, 2019

HANKINSON WEALTH MANAGEMENT, INC.

RIA
CRD#: 116565
AUGUSTA, GA
Past

July 28, 1997 - January 27, 2000

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

May 2, 1996 - August 6, 1997

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/19/2018)
IAR
Louisiana
(7/23/2018)
IAR
South Carolina
(7/25/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/21/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HW
HANKINSON WEALTH ADVISORS LLC
HANKINSON WEALTH ADVISORS LLC

CRD#: 293628 / SEC#:

Georgia
Registered Investment Advisory firm - (7/19/2018 Approved)
Louisiana
Registered Investment Advisory firm - (7/23/2018 Approved)
South Carolina
Registered Investment Advisory firm - (7/25/2018 Approved)
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Contact information


Main Address
1041 Parkside Commons Suite 103, Greensboro, GA 30642
Mailing Address
Phone number
(706) 454-0790
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts130
AUM (Assets Under Management)$ 47,949,401

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


HANKINSON WEALTH ADVISORS LLC

CRD#: 293628Greensboro, GA 30642

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