James T. Hanlon

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