Larry Hancock
Larry Hancock is a registered investment advisor at Integrated Wealth Concepts LLC, based in East Wenatchee, WA, with 39 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
East Wenatchee, WA
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2024Customer Dispute
December 2020Employment Separation After Allegations
December 2007Other Business ActivitiesSells Insurance
Larry sells fixed insurance products, including term and long-term care insurance, dedicating minimal time to this. He also works full-time as an investment advisor representative (IAR) through Integrated Wealth Concepts LLC and its DBAs.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Proactive Retirement Solutions
Purshe Kaplan Sterling InvestmentsBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
USA Financial Securities CorporationBroker
Commonwealth Financial NetworkBroker
Royal Alliance Associates, INC.Broker
Prime Capital Services, INC.Broker
The Investment Center, INC.Broker
Wma Securities, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.