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Gary Leonard Hicklin

Lifetime Financial, Inc.

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About Gary Leonard Hicklin

Gary Hicklin is a financial professional who has been active in the industry since 1984. Gary is currently registered with Lifetime Financial, Inc. as an Investment Advisor Representative. Prior to this role, Gary was registered with FIRST AMERICAN NATIONAL SECURITIES, INC. from 1984 to 1985. Gary is also a licensed insurance agent. Gary's expertise includes financial planning, investment advisory services and life and annuity insurance sales.

Firm Information

Gary Hicklin is currently registered with Lifetime Financial, Inc.. Lifetime Financial, Inc. is an investment advisor with 9 investment advisor representatives and 4 licensed agents. They manage approximately $42.70 million in regulatory assets for 237 clients. The firm provides portfolio management for individuals and selection of other advisors. They primarily serve high net worth individuals and individuals other than high net worth.

$42.70M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Acts as a solicitor

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Gary Hicklin’s Registration & Firm History

CA

07/08/2019 - Present

Lifetime Financial, Inc. (NEWPORT BEACH CA)

NA

06/22/1984 - 09/27/1985

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 09/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Leonard Hicklin.
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