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James Leland Hancock

Working with Investors who want to do it right.

Educators Financial Assurance
PRESIDENT

Ammon

ID

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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Gradient Advisors, LLC 2 months Nov 2013 - Jan 2014
Gradient Securites, LLC 2 months Nov 2013 - Jan 2014
Signature Investments, Inc. 11 months Nov 2012 - Oct 2013
Sicor Securities Inc 1 year, 2 months Aug 2012 - Oct 2013
Sicor Securities Inc 1 year, 9 months Jan 2012 - Oct 2013
Educators Financial Assurance 10 years, 9 months Feb 2009 - Present
Preferred Retirement Options Inc. 10 years, 9 months Feb 2009 - Present
Gwn Securities 6 years, 1 month Nov 2005 - Dec 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by James Hancock

2017 Quarter 3 Stock Market Update
Published 2017-10-31 09:21:10
How to Beat Taxes by Investing
Published 2017-03-16 12:29:37
When is it Safe to Get In the Market?
Published 2016-04-13 14:27:47
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I was laid off and now would like to pull my money out.
    If you pull the money out you will have to pay a 10% penalty tax plus you will have to pay income tax on the withdrawal. Only do this if you absolutely need the money. I would roll it over into an IRA, then possibly convert to a Roth IRA either this year or next. You will need to speak with you...  (more)
    Answered Dec 2016
    HOW CAN I FIND MY ACCOUNT ZND HOW MUCH IS IN IT?
    If you are not getting statements, try contacting whoever it was who helped you set up the account, or the business you worked for when setting up the account. ...  (more)
    Answered Oct 2017
    Can I take a loan from my 401k if my employment status is now 'inactive'?
    From the sound of it, you will be able to take a withdrawal from that 401k, if you are not employed by that company anymore. You won't be able to do a loan if that is the case. ...  (more)
    Answered Oct 2017
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Feb 22, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Feb 22, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Feb. 23, 2019
        • $13.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 200
          number of clients
        • $65.0K
          Estimated Average Account Balance Per Client

      Educators Financial Assurance

      Last updated on Feb. 21, 2019
        • N/A
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • N/A
          Accounts
        • N/A
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements