Byron William 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

• 06/1995 → Present
  Lpl Financial Llc
  Palm Springs, CA

Other Businesses

(1) 12/30/2010: HANCOCK PARTNERS INSURANCE SERVICES, INC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 30% OF TIME SPENT - INS TYPES: HEALTH, GROUP INSURANCES (2) 12/18/2012: HANCOCK PARTNERS INC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (3) 01/12/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/11/2024 - 8 Hrs/Mo; 0 Hr During Trading. (4) 06/04/2024 - HANCOCK PARTNERS WEALTH STRATEGIES - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/29/2024 - 160 Hrs/Mo During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-28
• S63 Uniform Securities Agent State Law Examination
  1989-06-29

Other Names

• Byron Hancock