David Hicks, financial advisor Albuquerque NM

David Hicks

CRD Number: 6156912
Current Firm: Oakmont Advisory Group, LLC

David Hicks (CRD# 6156912) is an Investment Advisor Representative working at Oakmont Advisory Group, LLC in Albuquerque, NM and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lowkey Holdings, LLC Albuquerque, NM Feb 2019 - Current 5
Oakmont Advisory Group, LLC Albuquerque, NM Jan 2013 - Current 11
Oakmont Insurance, LLC Albuquerque, NM Aug 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for David B. Hicks
Phone Number: 505-821-6966
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    962
    ACCOUNTS
  • Average Account Value
    $112,063
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NM, TX

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