Hickory Financial Group, LLC

Hickory Financial Group, LLC (CRD# 306201) is a financial advisory firm headquartered in Hickory, NC. They manage $7,000,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
42 3rd Street Nw, Hickory, NC 28601
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Hickory Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Coffey, financial advisor Hickory NC
Mark D. Coffey
CRD#: 2400035
42 3rd Street Nw, Hickory, NC 28601

Mark Coffey (CRD# 2400035) is an Investment Advisor Representative working at Hickory Financial Group, LLC in Hickory, NC and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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