Benjamin
Hicks
Soundmark Wealth Management, LLC
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About this Advisor
Benjamin Hicks is a financial advisor operating in Kirkland, Washington with 3 years of relevant experience. Hicks is currently employed by Soundmark Wealth Management, LLC. Over the course of their career, they have held roles at Soundmark Wealth Management, LLC, The Commerce Bank Of Washington, Division Of Zions Bancorporatio, The Bank Of Washington and Oxford Bank. Hicks holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Washington. Soundmark Wealth Management, LLC is an advisory company that has its headquarters in Kirkland, WA. It controls $363 million in assets among its 810 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 810 accounts, 36% are associated with high-net-worth clients who have at least $1 million in investable assets. Soundmark Wealth Management, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice depend on which services the firm provides the client. Fees charged by Soundmark Wealth Management, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soundmark Wealth Management, LLC Brokerage Details
$362,972,404
7
810
$448,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Benjamin Hicks Work History
Benjamin has been registered as a financial advisor for 3 years.*
Soundmark Wealth Management, LLC
The Commerce Bank Of Washington, Division Of Zions Bancorporatio
The Bank Of Washington
Oxford Bank
*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 Benjamin Hicks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Kirkland, WA
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