Hicks & Associates Wealth Management, LLC

Hicks & Associates Wealth Management, LLC (CRD# 323171) is a financial advisory firm headquartered in Cary, NC. They manage $123,957,580 in 881 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1225 Crescent Green, Suite 100, Cary, NC 27518
https://hicks-associates.com/
By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $140,701
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, NH, TX, VA, WV

Financial Advisors at Hicks & Associates Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carman Hicks, financial advisor Cary NC
Carman T. Hicks
CRD#: 3156997
1225 Crescent Green, Suite 100, Cary, NC 27518

Carman Hicks (CRD# 3156997) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Cary, NC and has over 25 years of experience in the finance industry.

2
Paul Richards, financial advisor Fletcher NC
Paul Richards
CRD#: 4552309
Fletcher, NC

Paul Richards (CRD# 4552309) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Fletcher, NC and has over 11 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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