JH
James T. Hancock
PREFERRED RETIREMENT OPTIONS,
Ammon, ID 83406
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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.
Self Employed as an Insurance agent. This business is investment related. Address is 1153 Richland Dr., Idaho Falls, ID 83401. I sell life and health insurance. I am the owner. I started this business in November of 2014. I devote 30 hours a month to this business, all during securities trading hours. My duties involve selling life and health insurance policies to clients. Partner at East Idaho Flag Football League. This business is not investment related. Address is 1153 Richland Dr., Idaho Falls, ID 83401. It is a flag football sports league. This business started in September 2015. I devote 8 hours a month to this business, none of which is during securities trading hours. I manage the league and players.
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®
NoneExperience
Current
March 4, 2013 - Present
PREFERRED RETIREMENT OPTIONS, INC
Office #1: 3456 E. 17th St. Suite 260, Ammon, ID 83406RIA
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)
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)Upgrade to AdvisorCheck 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
0
Red Flags
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