Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Richard Hitchcock is a financial advisor with Independent Financial Partners, based in Trussville, Alabama. Gene has been in the financial industry since 1999 and has a strong background in providing investment advice and financial planning services. Gene holds the Series 63, 65 and 7 licenses, as well as the SIE, and is also a Certified Financial Planner. Gene has previously worked for LPL Financial LLC and ProEquities, Inc. in the Birmingham area, and UBS Financial Services in Weehawken, New Jersey.
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.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
AL
05/27/2016 - Present
Independent Financial Partners (Trussville AL)
AL
05/30/2012 - 05/23/2019
LPL FINANCIAL LLC (TRUSSVILLE AL)
AL
05/29/2003 - 05/31/2012
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
08/14/2000 - 06/25/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/14/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 09/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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