Andrew Hicks (CRD# 6645648) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel | Blue Ash, OH | May 2020 - Current | 4 |
Great American Insurance Group | Cincinnati, OH | May 2019 - May 2020 | 1 |
University Of Cincinnati | Cincinnati, OH | Aug 2015 - May 2020 | 4 |
Pedal Wagon | Cincinnati, OH | Apr 2018 - May 2019 | 1 |
O'bryons Bar & Grill | Cincinnati, OH | Jul 2018 - Dec 2018 | < 1 |
Morgan Stanley | Cincinnati, OH | May 2017 - Aug 2017 | < 1 |
Hgc Construction | Cincinnati, OH | Jan 2017 - Apr 2017 | < 1 |
Morgan Stanley | Cincinnati, OH | May 2016 - Aug 2016 | < 1 |
Mercedes Benz Of Cincinnati | Cincinnati, OH | Nov 2014 - Jul 2015 | < 1 |
Madeira High School | Cincinnati, OH | May 2011 - May 2015 | 4 |
Root Beer Junction | Cincinnati, OH | Mar 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- KY
- OH
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.