Allan Hancock is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Ocala, FL, with 57 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
Ocala, FL
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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
Allan is Chairman Emeritus and part owner of Allan Hancock Agency, Inc., Hancock Associates, Inc., and Hancock Capital Management, Inc., involved in insurance sales, employee benefits, and investment advisory services, respectively. He is also CEO and President of The Hancock Group, Inc., owns rental property, and serves on the boards of Central PA Community Foundation and Homewood at Martinsburg, PA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Hancock Capital Management, INC.
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Phoenix Financial CorporationBroker
Principal Securities, INC.Broker
State Registrations17 states
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