Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kenneth Hicok is a financial advisor with over 20 years of experience in the industry. David is currently registered with Procore Advisors, LLC in California, Oregon, and Texas. David has been associated with Procore Advisors, LLC since June 2017. Prior to that, David worked at PartnerVest Advisory Services, LLC in Santa Barbara, CA and Keystone Capital Corporation in San Diego, CA. David specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. David has a strong understanding of the investment industry and is dedicated to helping his clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio for businesses and selection of tpmm.
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CA
02/23/2022 - Present
Procore Advisors, LLC (NEWPORT BEACH CA)
NY
08/21/2013 - 02/03/2015
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
CA
08/03/2011 - 05/15/2013
METLIFE SECURITIES INC. (PASADENA CA)
CA
10/01/2002 - 04/28/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
IN
10/01/2002 - 05/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
12/09/1999 - 09/23/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/09/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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