Gary
Hickok

Halbert Hargrove

CRD#2343449
Investment Advisor
in Long Beach, CA

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About this Advisor

Gary Hickok is a financial advisor operating in Long Beach, California with a total of 19 years of relevant experience. Hickok currently works for Halbert Hargrove. They have spent their entire time as a financial advisor at Halbert Hargrove. Hickok has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Halbert Hargrove is an advisory firm that has its headquarters in Long Beach, CA. The company has offices in eight locations and a total of 47 financial advisors. It handles $3 billion in total assets among its 4,240 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 33 charitable organizations. Of its 4,240 client accounts, 47% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Halbert Hargrove performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services vary depending on which services the firm provides the client. Fees charged by Halbert Hargrove likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 West Ocean Boulevard Suite 2300
Long Beach, CA 90802-7908

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Halbert Hargrove Brokerage Details

Total Assets Under Management

$2,735,028,599

CA Average: $7,578,581,321
Total Number of Employees

47

CA Average: 43
Total Number of Accounts

4,240

CA Average: 3,727
Average Account Size

$645,054

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Gary Hickok Work History

Gary has been registered as a financial advisor for 19 years.*

1998 - Present (26 years)

Halbert, Hargrove/Russell LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Hickok 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 Halbert Hargrove

Brett Gersack
Long Beach, CA
Patrick Kujawa
Scottsdale, AZ
Jennifer Caravello
Bellevue, WA
James Ahn
Long Beach, CA
Kelli Kiemle
Long Beach, CA
Taylor Sutherland
Long Beach, CA
Timothy Kohler
Long Beach, CA
Julia Pham
Long Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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