David Hickman (CRD# 5050122) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities Management & Research, Inc. | Cincinnati, OH | Oct 2014 - Current | 9 |
| Bfc Planning | Cincinnati, OH | Oct 2014 - Current | 9 |
| Summit Financial Group | Loveland, OH | May 2013 - Oct 2014 | 1 |
| Summit Brokerage Services Inc. | Blue Ash, OH | Sep 2006 - Oct 2014 | 8 |
| Smb Services, Inc. | Cincinnati, OH | Aug 2002 - Oct 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- OH
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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