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JH

James T. Hancock

PREFERRED RETIREMENT OPTIONS
Ammon, ID 83406
Some features on this profile are disabled
CRD#: 6144258
JH

Professional summary

James Thomas Hancock is a registered financial advisor currently at PREFERRED RETIREMENT OPTIONS, INC located in Ammon, Idaho.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Thomas 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®
None

Experience

Current

March 4, 2013 - Present

PREFERRED RETIREMENT OPTIONS, INC

Office #1: 3456 E. 17th St. Suite 260, Ammon, ID 83406
RIA
CRD#: 116172
Ammon, ID

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
Arizona
(5/10/2023)
IAR
Idaho
(3/4/2013)
IAR
Texas
(4/14/2023)
IAR
Utah
(6/6/2018)
IAR
Wyoming
(4/11/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/2013
Uniform Investment Adviser Law Examination

Current Firm

PR
PREFERRED RETIREMENT OPTIONS, INC
EDUCATORS FINANCIAL ASSURANCE | PREFERRED RETIREMENT OPTIONS, INC

CRD#: 116172 / SEC#:

Arizona
Registered Investment Advisory firm - (5/10/2023 Approved)
Idaho
Registered Investment Advisory firm - (4/29/1998 Approved)
Nevada
Registered Investment Advisory firm - (10/5/2018 Approved)
Texas
Registered Investment Advisory firm - (4/14/2023 Conditional Restricted)
Utah
Registered Investment Advisory firm - (6/5/2018 Approved)
Wyoming
Registered Investment Advisory firm - (7/27/2017 Approved)
PREMIUM
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Contact information

Main Address
3456 E. 17th St. Suite 260, Ammon, ID 83406
Mailing Address
Phone number
(208) 521-2957
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV
0

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

PREFERRED RETIREMENT OPTIONS, INC

CRD#: 116172Ammon, ID 83406

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