David
Hicks
Abound Financial
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About this Advisor
David Hicks is a financial advisor based in Granite Bay, California, working with Abound Financial. David has previously held positions at Western Placer Unified School District, Fidelity Investments, Lpl Financial, LLC, Wcg Wealth Advisors, LLC, and Abound Financial. David has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, David is part of Abound Financial, which operates out of Granite Bay, California. The firm has 1 office and 6 employees. The firm manages assets totaling $352.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Abound Financial includes asset-based and fixed fees.
Certifications and Registrations
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Abound Financial Brokerage Details
$352,431,608
6
1,611
$218,766
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Hicks Work History
Abound Financial
Lpl Financial, LLC
Wcg Wealth Advisors, LLC
Fidelity Investments
Western Placer Unified School District
Disclosures
Please visit the SEC profile of David Hicks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abound Financial
Granite Bay, CA
Granite Bay, CA
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