Bryan D. Hancock
TIMBERCHASE FINANCIAL
Hoover, AL 35242
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CRD#: 4784725
Professional summary
Bryan David Hancock, CFP® is a registered financial advisor currently at TIMBERCHASE FINANCIAL, LLC located in Hoover, Alabama.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bryan has worked at 1 firm .
Biography
Please view our website at www.timberchase.net
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Divorce Planning
ExPat and Cross Border Issues
High Net Worth Client Needs
Medical Professionals
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
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.
Adjunct Instructor of Finance, Samford University, Birmingham, AL; start date 01/2022; non-investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan David Hancock'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: 2007
Experience
Current
June 2, 2004 - Present
TIMBERCHASE FINANCIAL, LLC
Office #1: 31 Inverness Center Parkway Suite 100, Hoover, AL 35242RIA
CRD#: 131205
Hoover, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TIMBERCHASE FINANCIAL, LLC
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205 / SEC#: 801-119050
RIA
Registered Investment Advisory firm - (7/13/2020 Approved)Alabama
Registered Investment Advisory firm - (7/23/2020 Terminated)Oregon
Registered Investment Advisory firm - (11/24/2020 Terminated)Texas
Registered Investment Advisory firm - (7/23/2020 Terminated)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
Alabama(6/2/2004)
IAR
Texas(7/18/2012)
Exams
Current Firm
TF
TIMBERCHASE FINANCIAL, LLC
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205 / SEC#: 801-119050
RIA
Registered Investment Advisory firm - (7/13/2020 Approved)Alabama
Registered Investment Advisory firm - (7/23/2020 Terminated)Oregon
Registered Investment Advisory firm - (11/24/2020 Terminated)Texas
Registered Investment Advisory firm - (7/23/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
31 Inverness Center Parkway Suite 100, Hoover, AL 35242
Mailing Address
Phone number
(205) 980-7118
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 798 |
| AUM (Assets Under Management) | $ 237,136,020 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 01/24/2025 | ||
| 11/01/2023 | ||
| 01/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205Hoover, AL 35242TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
