Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Hicks is a financial advisor with over 23 years of experience in the industry. Bryan is currently registered with Hilltop Securities Inc. and has previously been registered with Edward Jones, Charles Schwab & Co., Inc. and several other firms. Bryan holds a Series 7, Series 63 and Series 66 license and focuses on providing financial planning, investment management and portfolio management for individuals and small businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
04/04/2024 - Present
Hilltop Securities Inc. (SAN ANTONIO TX)
TX
04/21/2022 - 02/22/2024
EDWARD JONES (SAN ANTONIO TX)
TX
12/16/2009 - 05/05/2022
CHARLES SCHWAB & CO., INC. (San Antonio TX)
TX
10/23/2009 - 11/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
09/04/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KATY TX)
TX
05/16/2007 - 09/08/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
07/25/2005 - 05/11/2007
A. G. EDWARDS & SONS, INC. (KATY TX)
RI
04/19/2001 - 03/03/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NE
07/12/1999 - 02/27/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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