William Fred Hancock

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2015 → 10/2018
  Hd Vest Investment Services
  Union City, TN
• 10/2015 → 10/2018
  Hd Vest Insurance Agency Inc.
  Irving, TX
• 10/2015 → 10/2018
  Hd Vest Advisory Services
  Union City, TN
• 10/2018 → 01/2024
  Woodbury Financial Services Inc
  Germantown, TN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Collierville, TN

Previous Registrations

• 2018-10-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Collierville, TN
• 2015-11-02 → 2018-09-21
  Avantax Advisory Services
  Dresden, TN
• 2004-03-02 → 2013-01-11
  Ameriprise Financial Services, Llc
  Union City, TN

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-07-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Fred Hancock