James T. Hanlon [ChFEBC℠]
1514 Lincoln Way
Suites 303-304
White Oak, PA 15131
Original Certification Date: 9/14/2006
ChFEBC℠ Number: W390906JH
Organization: James T. Hanlon Investment & Retirement Services
Broker Dealer: Voya Financial Advisors
Phone: 412-346-0291
Fax: 412-346-0293
Email: jim@jthanloninvest-retire.com
Website: www.jthanloninvest-retire.com
States Currently Licensed: PA, AZ, CT, FL, IL, MD, WV
CRD #: 4505610
Primary Investment: Voya Wealth Portfolios, SEI Managed Accounts, American Funds, Principal Funds, John Hancock Funds, Voya Select Advantage Funds
Primary Insurance: Jackson National, Transamerica, Prudential, Protective Life, John Hancock
Services: Specialize in helping clients prepare for retirement with a particular emphasis on tax-efficient strategies
Additional Information: Investment Advisor Representative; Executive Certificate in Financial Planning from Duquesne University