Byron Hancock
Hancock Partners
777 E Tahquitz Canyon Way
Suite 200-58
Palm Springs, CA 92262
7603143700
About Hancock Partners
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
See Disclosures
General Information
Firm Start Year
1995
CRD#
1683879
Firm CRD#
6413
Insurance License#
CA 0736452
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
CA, AZ, WA, OR, NY, NJ, MD, VA, FL, GA
Years of Experience in Financial Services
34
Number of Years with Current Firm
26
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AIF®
Securities Licenses
Series 7, Series 24
Insurance and Annuity Licenses
Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Education
Bachelor of Science - School of Hotel Administrtion
Cornell University
1/1/1975 -12/20/1977
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf