James Benson Hanley

Envoy Advisory INC.

16 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningCharitable GivingBusiness Owners

Envoy Advisory INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,808 clients

Average Client Portfolio

$295K average

Assets Under Management

$533.9M

Fee Structure

Location

5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918

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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.

Employment History

Current Registrations

Envoy Advisory INC.

June 2021 - Present · 4 yrs 8 mos

Previous Registrations

Edward JonesBroker

March 2019 - April 2021 · 2 yrs 1 mo

Edward Jones

March 2019 - April 2021 · 2 yrs 1 mo

USAA Investment Management Company

January 2018 - December 2018 · 11 mos

USAA Financial Planning Services

July 2015 - January 2018 · 2 yrs 6 mos

USAA Financial Advisors, INC.Broker

September 2013 - December 2018 · 5 yrs 3 mos

VALIC Financial Advisors, INC.

July 2010 - August 2012 · 2 yrs 1 mo

VALIC Financial Advisors, INC.Broker

June 2010 - August 2012 · 2 yrs 2 mos

PFS Investments INC.Broker

February 2009 - April 2009 · 2 mos

Waddell & Reed, INC.Broker

December 2004 - June 2005 · 6 mos

Multi-Financial Securities CorporationBroker

April 1999 - December 1999 · 8 mos

Metlife Securities INC.Broker

August 1997 - April 1999 · 1 yr 8 mos

Metropolitan Life Insurance CompanyBroker

August 1997 - April 1999 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.