David
Hicks
Oakmont Advisory Group, LLC
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About this Advisor
David Hicks is a financial advisor working out of Albuquerque, New Mexico, who has been in the industry for 11 years. Hicks is an employee of Oakmont Advisory Group, LLC. Throughout their career, they have worked at Oakmont Advisory Group, LLC and Oakmont Insurance, LLC. Hicks holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in New Mexico. Oakmont Advisory Group, LLC is an advisory firm that has its headquarters in Albuquerque, New Mexico. It has a total of eight employees. Oakmont Advisory Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on which services are offered. However, fee types billed by Oakmont Advisory Group, LLC can consist of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Oakmont Advisory Group, LLC Brokerage Details
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Answer a few questions to get a personalized match.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
David Hicks Work History
David has 11 years of experience.
Oakmont Advisory Group, LLC
Oakmont Insurance, LLC
Disclosures
David Hicks has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Oakmont Advisory Group, LLC
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
This content was compiled from the SEC and FINRA.