James T. Hanlon [ChFEBC℠]
1514 Lincoln Way
Suites 304
White Oak, PA 15131
Original Certification Date: 9/14/2006
ChFEBC℠ Number: 0W6J3H990
Organization: Oakbridge Advisor Group
Broker Dealer: Securities America
Phone: 412-346-0291
Fax: 412-346-0293
Email: jthanlon@oakbridgeadvisorgroup.com
Website: www.oakbridgeadvisorgroup.com
States Currently Licensed: PA, FL, AZ, OH, IL
State Insurance License #: 382694
CRD #: 4505610
Primary Insurance: Jackson National, Transamerica, Prudential, Venerable, John Hancock
Primary Investment: SEI Managed Accounts, Landenburg Managed Accounts, American Funds, Principal Funds, John Hancock, Invesco
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 form Duquesne University, Graduate of Advanced Training Course of the Learning Institute of Financial Executives