Larry Hicks, financial advisor Pensacola FL
93 score

Larry Hicks

CRD Number: 3152135
Current Firm: Warren Averett Asset Management, LLC

Larry Hicks (CRD# 3152135) is an Investment Advisor Representative working at Warren Averett Asset Management, LLC in Pensacola, FL and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Warren Averett Asset Management, LLC Pensacola, FL Apr 2012 - Current 4
Warren Averett, LLC Pensacola, FL Jan 2012 - Current 4
O'sullivan Creel Wealth Advisors, LLP Pensacola, FL Apr 1998 - Apr 2012 14
O'sullivan Creel, LLP Pensacola, FL Jul 2001 - Jan 2012 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Larry K. Hicks
Phone Number: 205-979-4100
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,860
    MILLIONS
  • Total Number of Accounts
    1,922
    ACCOUNTS
  • Average Account Value
    $967,720
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA, LA, NC, SC, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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