Timothy Hicks, financial advisor Southern Pines NC

Timothy Hicks

CRD Number: 6496702
Current Firm: Hicks Financial Partners, LLC

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.

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Professional Designations
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
Contact Info for Timothy W. Hicks
Phone Number: 877-921-6478
Registered State(s):
  • NC
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


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