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Dale Hancock Email & Phone Number

Investment Advisor Representive @ PlanMember Securities , Tax Preparation and Planning, Social Security at PlanMember Financial Corporation

Location: Mission Viejo, California, United States 3 work roles 4 schools

1 work email found @ceteraadvisors.com LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 100%

Current company

PlanMember Financial Corporation

Role

Investment Advisor Representive @ PlanMember Securities , Tax Preparation and Planning, Social Security

Location

Mission Viejo, California, United States

Company size

151 employees

Who is Dale Hancock? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Dale Hancock is listed as Investment Advisor Representive @ PlanMember Securities , Tax Preparation and Planning, Social Security at PlanMember Financial Corporation, a company with 151 employees, based in Mission Viejo, California, United States. AeroLeads shows a work email signal at ceteraadvisors.com and a matched LinkedIn profile for Dale Hancock.

Dale Hancock previously worked as Tax Preparer, Financial Advisor at PlanMember Securities at Planmember Financial Corporation and Tax Preparer, Investment Advisor Representative at Legacy Financial. Dale Hancock holds Master'S Degree And Certificate In Financial Planning from Southern States University.

Company email context

Email format at PlanMember Financial Corporation

This section adds company-level context without repeating Dale Hancock's masked contact details.

{first}{last}@ceteraadvisors.com

86% confidence

AeroLeads found 1 current-domain work email signal for Dale Hancock. Compare company email patterns before reaching out.

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Profile bio

About Dale Hancock

My goal is to become your most personal advisor. I serve my clients by providing services that may help save them money on their taxes and guide them on the path to financial independence with consideration of their social and moral concerns. I have 30 Years in Real Estate Management, 23 Years Personal and Business Tax Preparation and Planning, 20 Years as a Financial Representative.Specialties: Life Planning, Retirement Planning, Social Security Planning, Quickbooks, Quicken, Tax Preparation and Planning

Listed skills include Quickbooks, Quicken, Retirement Planning, Investment Advisory, and 2 others.

Current workplace

Dale Hancock's current company

Company context helps verify the profile and gives searchers a useful next step.

Planmember Financial Corporation

Investment Advisor Representive @ PlanMember Securities , Tax Preparation and Planning, Social Security

carpinteria, california, united states

Website

planmember.com

Employees

151

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Company profile

View company profile Email format

3 roles · 32 years

Dale Hancock work experience

A career timeline built from the work history available for this profile.

Tax Preparer, Financial Advisor At Planmember Securities

Current

Planmember Financial Corporation

Nov 2021 - Present

Tax Preparer, Investment Advisor Representative

Current

Legacy Financial

Physical Address: 24182 Watercress Dr Corona Ca 92883Investment Advisor Representative offering securities and investment advisory services through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency)Member SIPC/FINRA a broker-dealer and an Investment Advisor Representative.Legacy Financial is not affiliated with Cetera Advisors.

Jan 2000 - Present

Wealth Management Advisor

Dale Hancock, Financial Advisor

1994 - Nov 2021

Team & coworkers

Colleagues at PlanMember Financial Corporation

Other employees you can reach at planmember.com. View company contacts for 151 employees →

DJ

Daniel Johnson Colleague at Planmember Financial CorporationSanta Barbara, California, United States, United States View → EM

Erick Martinez Colleague at Planmember Financial CorporationRancho Cucamonga, California, United States, United States View → SB

Spencer Bolton Colleague at Planmember Financial CorporationSanta Barbara, California, United States, United States View → JM

Jackie Munns Colleague at Planmember Financial CorporationCarpinteria, California, United States, United States View → RS

Rama Subramanian Colleague at Planmember Financial CorporationThousand Oaks, California, United States, United States View → AS

Angel Sugleris Colleague at Planmember Financial CorporationCarpinteria, California, United States, United States View → NW

Natnael Whitt Colleague at Planmember Financial CorporationMoorpark, California, United States, United States View → YH

Yesenia Hernández Colleague at Planmember Financial CorporationSan Pablo, California, United States, United States View → JF

Joshua Ferry Colleague at Planmember Financial CorporationSanta Barbara, California, United States, United States View → RC

Ron Culverson Colleague at Planmember Financial CorporationCarpinteria, California, United States, United States View →

4 education records

Dale Hancock education

Master'S Degree And Certificate In Financial Planning

Southern States University

Bachelor Of Arts (B.A.) In Math

University Of California, Los Angeles

Associate'S Degree

East La College

High School

Alhambra High School

FAQ

Frequently asked questions about Dale Hancock

Quick answers generated from the profile data available on this page.

What company does Dale Hancock work for?

Dale Hancock works for PlanMember Financial Corporation.

What is Dale Hancock's role at PlanMember Financial Corporation?

Dale Hancock is listed as Investment Advisor Representive @ PlanMember Securities , Tax Preparation and Planning, Social Security at PlanMember Financial Corporation.

What is Dale Hancock's email address?

AeroLeads has found 1 work email signal at @ceteraadvisors.com for Dale Hancock at PlanMember Financial Corporation.

Where is Dale Hancock based?

Dale Hancock is based in Mission Viejo, California, United States while working with PlanMember Financial Corporation.

What companies has Dale Hancock worked for?

Dale Hancock has worked for Planmember Financial Corporation, Legacy Financial, and Dale Hancock, Financial Advisor.

Who are Dale Hancock's colleagues at PlanMember Financial Corporation?

Dale Hancock's colleagues at PlanMember Financial Corporation include Daniel Johnson, Erick Martinez, Spencer Bolton, Jackie Munns, and Rama Subramanian.

How can I contact Dale Hancock?

You can use AeroLeads to view verified contact signals for Dale Hancock at PlanMember Financial Corporation, including work email, phone, and LinkedIn data when available.

What schools did Dale Hancock attend?

Dale Hancock holds Master'S Degree And Certificate In Financial Planning from Southern States University.

What skills is Dale Hancock known for?

Dale Hancock is listed with skills including Quickbooks, Quicken, Retirement Planning, Investment Advisory, Financial Planning, and Investment Advisory Services.

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