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Holly Hancock

12 Years of Experience
Torrance, CA
BrokerSells Insurance

Holly Hancock is a registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, with 12 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

25500 Hawthorne Blvd Ste 1140, Torrance, CA, 90505

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Holly works as an agent selling fixed insurance, including life and long-term care, with various companies since 2016. This takes her full-time, with approximately 40 hours per week dedicated to the business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2016 - June 2023 · 7 yrs 4 mos
Transamerica Financial Advisors, INC.
June 2014 - February 2016 · 1 yr 8 mos
Transamerica Financial Advisors, INCBroker
February 2014 - February 2016 · 2 yrs
State Registrations2 states
CAID
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.