Susan Agnes Hancock

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Investment Centers Of America
  Jackson, WY
• 11/2017 → Present
  Lpl Financial Llc
  Jackson, WY

Previous Registrations

• 2013-02-19 → 2017-11-29
  Investment Centers Of America, Inc.
  Bismarck, ND
  Jackson, WY
• 2011-08-08 → 2013-02-11
  Bancwest Investment Services, Inc.
  Jackson, WY
  Kemmerer, WY
  Big Piney, WY
  Riverton, WY
  Evanston, WY
  Green River, WY

Other Businesses

1. 11/29/2017 - BRIDGER CAPITAL ADVISORS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/2012. 2. 11/29/2017 - Bridger Capital Advisors, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 8 Hours Per Month/0 Hours During Securities Trading - Life, Health, Disability, Long Term Care, Property/Casualty, Etc. Life, Health, LTC. 3. 11/29/2017 - HANCOCK PROPERTY INVESTMENTS, LLC - Not Investment Related - Windsor Locks, CT - Real Estate Rental - Start Date 03/2012 - President. 4. 11/29/2017 - DAIRY CREAM - Not Investment Related - 359 Ella Grasso Turnpike, Windsor Locks, CT 06096 - Other - For Profit Business - Start Date 04/1989 - 0 Hours Per Month/0 Hours During Securities Trading - President; Ice Cream Business.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-04
• S63 Uniform Securities Agent State Law Examination
  2009-05-12

Other Names

• Susan Pearce
• Susan Agnes Hancock
• Susan Agnes Hancock