Byron Hancock

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About Byron Hancock

Byron Hancock was born in Florida and after graduating from Cornell University settled in New York working in premium off-premises catering. He moved to California in 1987 and wanted to combine top-tier client care with a passion for entrepreneurship using his business acumen. Mainly, he wanted to help people solve problems and pursue their own dreams in a deep and lasting way. Byron saw how both his skills and desires could align with a career in financial services and started foundational training with a life insurance company in 1987.

In 1991, he became a Certified Financial Planner^™ and in 1995 went independent, retaining LPL Financial as his Broker/Dealer and opening an office on Montgomery Street in San Francisco. In 2010, Byron earned the AIF^® (Accredited Investment Fiduciary) designation, and in early 2011 he opened his office in the Wine Country.

HANCOCK PARTNERS was formed in 2006. Today, Byron's services include individual wealth management, financial planning, and retirement and employee benefits programs for small businesses.

Utilizing various service models and platforms, along with a virtual team of specialized associates, the dedicated staff at HANCOCK PARTNERS is committed to delivering dynamic, value-focused strategies with client-centered solutions and service for individuals, families and small businesses of all sizes.

Byron holds a Bachelor of Science from the School of Hotel Administration at Cornell University and Series 7, 24, 63, and 65 securities registrations held with LPL Financial where he is an Investment Advisor Representative (IAR). He also holds an active California Life & Health insurance license.

Outside of the office, Byron is an active member and Past-President of the Rotary Club of Sonoma Valley where he spearheaded the introduction of Junior Achievement into the local school system, the Sonoma Valley Chamber of Commerce, the Sonoma Valley Museum of Art, the Financial Planning Association of San Francisco, ProVisors, and previously served six years on the Board of Vintage House.

Byron always longed to move to the wine country, and today lives in Sonoma with his husband, Len, and their two cats hillside overlooking the vineyards. Byron feels grateful to have been given the chance to realize his dreams and would love to help you realize yours.

See Disclosures

General Information

Firm Start Year

1995

CRD#

1683879

Firm CRD#

6413

Insurance License#

CA 0736452

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

CA, AZ, WA, OR, NY, NJ, MD, VA, FL, GA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Securities Licenses

Series 7, Series 24

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - School of Hotel Administrtion

Cornell University
1/1/1975 -12/20/1977

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Byron Hancock is a Registered Principal with and Securities financial planning and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC

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Paladin Research Report For:

Hancock Partners