Operating inside the Hancock Whitney Bank financial center just north of Courthouse Square at 2900 North Jefferson Street, Marianna, FL 32446, Hancock Whitney Financial Consultants provides fiduciary retirement wealth management and fixed-income portfolio planning through SEC-registered investment adviser Cetera Investment Advisers LLC (`CRD# 105644` / `SEC# 801-56629`) and FINRA/SIPC broker-dealer Cetera Investment Services LLC (`CRD# 15340`). Registered Financial Advisors James Brent Craig (`CRD# 4757457`, 22 years of securities experience, Series 7, 63, and 65, 0 regulatory disclosures) and John Joseph Farrell (`CRD# 6124036`, 14 years of securities experience, Series 6, 7, 63, and 65, 0 regulatory disclosures) advise Marianna, Graceville, Sneads, and Cottondale retirees on Florida Retirement System (FRS) DROP and pension rollovers, tax-free municipal bond ladders, CD and fixed/indexed annuity alternatives, Required Minimum Distribution (RMD) automation, and bank-integrated estate trust coordination.
Official Verification Sources: SEC IAPD — Cetera Investment Advisers LLC (CRD# 105644) / James Brent Craig (CRD# 4757457); FINRA BrokerCheck — John Joseph Farrell (CRD# 6124036)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Cetera Investment Advisers LLC (CRD# 105644, SEC# 801-56629) & Cetera Investment Services LLC (CRD# 15340) at Hancock Whitney Bank, 2900 N Jefferson St, Marianna, FL 32446; advisors James Brent Craig (CRD# 4757457, 22 yrs exp., 0 disclosures) and John Joseph Farrell (CRD# 6124036, 14 yrs exp., 0 disclosures).
Factual details and direct answers about Hancock Whitney Financial Consultants — James B. Craig & John J. Farrell (Cetera Investment Advisers LLC)'s services, licensing, and credentials.
How can I verify the SEC and FINRA registrations of James B. Craig and John J. Farrell at Hancock Whitney in Marianna?
James Brent Craig (CRD# 4757457) and John Joseph Farrell (CRD# 6124036) are registered investment adviser representatives with Cetera Investment Advisers LLC (CRD# 105644 / SEC# 801-56629) and registered representatives with Cetera Investment Services LLC (CRD# 15340) at 2900 North Jefferson Street, Marianna, FL 32446. Both hold clean records with zero disclosures on FINRA BrokerCheck.
Do the Hancock Whitney Financial Consultants in Marianna help retirees transition from bank CDs into retirement income portfolios?
Yes. Working inside the Marianna Hancock Whitney branch, advisors Craig and Farrell help conservative retirees balance FDIC-insured deposit accounts with Treasury ladders, tax-exempt municipal bonds, fixed annuities, and dividend income portfolios tailored for retirement distribution.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.