Unclaimed Profile

James Walter Hankinson

HANKINSON WEALTH MANAGEMENT, INC.·AUGUSTA, Georgia

Series 6, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredHANKINSON WEALTH MANAGEMENT, INC.

1259 GREENE STREET, AUGUSTA, GA 30901CRD# 2721226Firm CRD# 116565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Walter Hankinson · AUGUSTA, GA

Registration

CRD #2721226 · HANKINSON WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

HANKINSON WEALTH ADVISORS LLC

Jul 2018 – present

HANKINSON WEALTH MANAGEMENT, INC.

May 2007 – Mar 2019

AUGUSTA, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 1, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HANKINSON WEALTH MANAGEMENT, INC.

CRD 116565 · SEC 801-67913

AUM

$40M

Regulatory assets under management

Employees

36 client accounts

Services offered by HANKINSON WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HANKINSON WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James Walter Hankinson offer?

James Walter Hankinson specializes in Financial Planning, Investment Management. Contact their office in AUGUSTA, Georgia for a consultation.

What are James Walter Hankinson's credentials?

James Walter Hankinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Walter Hankinson located?

James Walter Hankinson is based in AUGUSTA, Georgia, working with HANKINSON WEALTH MANAGEMENT, INC.. Their office serves clients in the AUGUSTA metropolitan area and surrounding communities.

How does James Walter Hankinson charge for services?

James Walter Hankinson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HANKINSON WEALTH MANAGEMENT, INC.?

HANKINSON WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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