David
Cicco
Forvis Wealth Advisors, LLC
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About this Advisor
David Cicco is a financial advisor operating in Springfield, Missouri with 1 year of relevant experience. Cicco is on the advisory team at Forvis Wealth Advisors, LLC. Throughout their career, Cicco has worked at Badcock Home Furniture, T. Rowe Price, Florida Atlantic University, St. Edward'S School, Raymond James Financial Services, Inc, Dixon Hughes Goodman Wealth Advisors LLC, Forvis Wealth Advisors LLC, People'S Securities Inc, Creighton University and People'S United Advisors, Inc. Cicco has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to operate in Florida. Forvis Wealth Advisors, LLC is a firm operating out of Springfield, MO. It has offices in 54 locations and a total of 120 employees. It manages $7 billion in assets among its 11,893 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 37 charities and foundations. Of its 11,893 accounts, 41% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Forvis Wealth Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forvis Wealth Advisors, LLC Brokerage Details
$7,399,111,171
120
11,893
$622,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Cicco Work History
David has been registered as a financial advisor for 1 years.*
Forvis Wealth Advisors LLC
Dixon Hughes Goodman Wealth Advisors LLC
People'S Securities Inc
People'S United Advisors, Inc
Creighton University
Raymond James Financial Services, Inc
T. Rowe Price
Badcock Home Furniture
St. Edward'S School
St. Edward'S School
Florida Atlantic University
Florida Atlantic University
*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 David Cicco 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 Forvis Wealth Advisors, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
Indianapolis, IN
Springfield, MO
Springfield, MO
Indianapolis, IN
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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