Erick
Ficken
Kingsview Wealth Management, LLC
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About this Advisor
Erick Ficken is a financial advisor based in Myrtle Beach, South Carolina who has 4 years of relevant experience. Ficken is on the advisory team at Kingsview Wealth Management, LLC. Throughout their career, Ficken has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Kingsview Wealth Management. Ficken maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in South Carolina. Kingsview Wealth Management, LLC is a company that has its headquarters in Grants Pass, OR. It has offices in 27 locations and a total of 150 people on staff. It administers $4 billion in total assets among its 13,829 client accounts, making it one of the largest firms in the country by assets under management. The firm serves eight charities and foundations. Of its 13,829 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Kingsview Wealth Management, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$3,584,124,096
150
13,829
$259,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Erick Ficken Work History
Erick has been registered as a financial advisor for 4 years.*
Kingsview Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Erick Ficken 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 Kingsview Wealth Management, LLC
Mountlake Terrace, WA
Summit, NJ
Albuquerque, NM
Woodbury, NY
Grants Pass, OR
Seattle, WA
Woodbury, NY
Woodbury, NY
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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