Ralph
Hicks
Oakmont Advisory Group, LLC
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About this Advisor
Ralph Hicks is a financial advisor based in Albuquerque, New Mexico, working with Oakmont Advisory Group, LLC. Ralph has previously held positions at Oakmont Insurance, LLC, Oakmont Advisory Group, LLC, and Lowkey Holdings LLC. Ralph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico. Currently, Ralph is part of Oakmont Advisory Group, LLC, which operates out of Albuquerque, New Mexico. The firm has 7 employees and manages assets totaling $108.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Oakmont Advisory Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oakmont Advisory Group, LLC Brokerage Details
$108,198,163
7
1,021
$105,973
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
Ralph Hicks Work History
Lowkey Holdings LLC
Oakmont Advisory Group, LLC
Oakmont Insurance, LLC
Disclosures
Please visit the SEC profile of Ralph 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 Oakmont Advisory Group, LLC
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
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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