Timothy Hicks (CRD# 6496702) is an Investment Advisor Representative working at Hicks Financial Partners, LLC in Southern Pines, NC and has over 8 years of experience in the finance industry. Timothy Hicks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5829233
Stalwart Financial Planning
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hicks Financial Partners, LLC | Southern Pines, NC | Nov 2021 - Current | 2 |
| Garrett Investment Advisors, LLC | Southern Pines, NC | Jun 2018 - Jan 2022 | 3 |
| Ameriprise Financial Services Inc. | Southern Pines, NC | Jun 2017 - Jun 2018 | 1 |
| Securities America Advisors | Pinehurst, NC | Jun 2016 - Jun 2017 | 1 |
| Securities America Inc. | Pinehurst, NC | Jun 2016 - Jun 2017 | 1 |
| Allstate Insurance Co | Pinehurst, NC | Oct 2015 - May 2016 | < 1 |
| Pedro A. Massol Jr. Insurance Services, Inc. | Southern Pines, NC | May 2015 - Oct 2015 | < 1 |
| Horace Mann Insurance And Investments | Southern Pines, NC | May 2015 - Oct 2015 | < 1 |
| Delta Financial Services | Pinehurst, NC | Jan 2015 - May 2015 | < 1 |
| R&l Computer Services | Laurinburg, NC | Aug 2006 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- NC
- SC
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$124,997
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NC, SC, TX
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