Frank
Hicks

Brookstone Wealth Advisors, LLC

CRD#4958976
Investment Advisor
in Johns Creek, GA

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About this Advisor

Frank Hicks is a financial advisor based in Johns Creek, Georgia, working with Brookstone Wealth Advisors, LLC. Frank has previously held positions at Merrill, Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sagepoint Financial, Minnesota Life Ins Co, Securian Financial Services, Inc, Wealthspan Financial Group, Wealth Management Group, Southport Capital, Brookstone Wealth Advisors, and Providential Wealth. Frank has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama and Georgia. Currently, Frank is part of Brookstone Wealth Advisors, LLC, which operates out of Johns Creek, Georgia. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Johns Creek, GA

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

GA Average: 44

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
  • Educational seminars/workshops

Frank Hicks Work History

2022 - Present (2 years)

Brookstone Wealth Advisors

2020 - 2022 (2 years)

Southport Capital

2020 - 2020 (< 1 year)

Providential Wealth

2015 - 2015 (< 1 year)

Sagepoint Financial

2015 - 2020 (5 years)

Minnesota Life Ins Co

2015 - 2020 (5 years)

Securian Financial Services, Inc

2015 - 2015 (< 1 year)

Wealthspan Financial Group

2015 - 2020 (5 years)

Wealth Management Group

2013 - 2015 (2 years)

Merrill, Lynch, Pierce, Fenner & Smith Inc

2013 - 2015 (2 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Frank 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 Brookstone Wealth Advisors, LLC

Mark Huhta
Wheaton, IL
Robert Cruces
New York, NY
Matthew Conner
Wheaton, IL
Erica Hunter
Wheaton, IL
Jacob Golseth
Bedford, TX
Patrick Miles
Foothill Ranch, CA
Gregory Korn
Philipsburg, PA
Samuel Pesetsky
New Albany, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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