Byron Hancock
Byron Hancock is a registered investment advisor at LPL Financial LLC, based in Palm Springs, CA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
777 E Tahquitz Canyon Way, Ste 200-58, Palm Springs, CA, 92262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Byron is affiliated with Hancock Partners Insurance Services, Inc. and sells health and group insurance, dedicating about 30% of his time to this. He also has affiliations with Hancock Partners Inc. and Hancock Partners Wealth Strategies, both DBAs for his LPL business, and spends full-time hours on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allmerica Investments, INC.Broker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
State Registrations12 states
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.