SH
SH

Sarah Hancock

11 Years of Experience
Cary, NC
Broker

Sarah Hancock is a registered investment advisor at Raymond James & Associates, INC., based in Cary, NC, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

175 Regency Woods Pl, Suite 450, Cary, NC, 27518

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Bdo Wealth Advisors, LLC
April 2019 - October 2022 · 3 yrs 6 mos
Bdo Wealth Advisors, LLC
August 2015 - February 2019 · 3 yrs 6 mos
Stone Carlie Wealth Advisors, LLC
March 2014 - August 2015 · 1 yr 5 mos
Greenway Family Office, LLC
April 2013 - August 2013 · 4 mos
State Registrations2 states
NCNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.