Petersen And Hicks

Petersen And Hicks (CRD# 124568) is a financial advisory firm headquartered in Campbell, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1901 S. Bascom Ave, #1400, Campbell, CA 95008
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Petersen And Hicks
Showing 1 - 2 of 2 top financial advisors.
1
Ronald Petersen, financial advisor Campbell CA
Ronald G. Petersen
CRD#: 1488844
1901 S. Bascom Ave, #1400, Campbell, CA 95008

Ronald Petersen (CRD# 1488844) is an Investment Advisor Representative working at Petersen And Hicks in Campbell, CA and has over 36 years of experience in the finance industry.

2
David Hicks, financial advisor Campbell CA
David M. Hicks
CRD#: 7330579
1901 S. Bascom Ave, #1400, Campbell, CA 95008

David Hicks (CRD# 7330579) is an Investment Advisor Representative working at Petersen And Hicks in Campbell, CA and has 1 year 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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