David Hickson (CRD# 5455960) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sun City West, AZ and has over 16 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Sun City West, AZ | Dec 2019 - Current | 4 |
| Mml Investors Services, LLC | Scottsdale, AZ | Mar 2017 - Dec 2019 | 2 |
| Massmutual Life Insurance Co | Scottsdale, AZ | Jul 2016 - Nov 2019 | 3 |
| Metlife Securities Inc. | Denver, CO | Jul 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- AZ
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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