Hicks & Associates Wealth Management, LLC
Hicks & Associates Wealth Management, LLC (CRD# 323171) is a financial advisory firm headquartered in Cary, NC. They manage $123,957,580 in 881 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Hicks & Associates Wealth Management, LLC
By the Numbers
-
Total Assets Under Management124MILLION
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Total Number of Accounts881ACCOUNTS
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Average Account Value$140,701
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, NC, NH, TX, VA, WV
Financial Advisors at Hicks & Associates Wealth Management, LLC
1
Carman Hicks (CRD# 3156997) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Cary, NC and has over 25 years of experience in the finance industry.
2
Paul Richards (CRD# 4552309) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Fletcher, NC and has over 11 years of experience in the finance industry.
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