linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Matthew Hickey

Principal Advised Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Matthew Hickey

Kevin Matthew Hickey is an Investment Advisor Representative with Principal Advised Services and has been in the industry since July 2001. Kevin holds Series 6, 7 and 63 licenses and is a Certified Financial Planner. Kevin has experience with several firms including Wells Fargo Clearing Services, LLC, LPL Financial LLC, UVEST Financial Services Group, Inc., and Vanguard Marketing Corporation. Kevin is currently registered to provide investment advice in 51 states and the District of Columbia.

Firm Information

Kevin Hickey is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Hickey’s Registration & Firm History

NC

04/04/2024 - Present

Principal Advised Services (CHARLOTTE NC)

NC

01/03/2020 - 05/20/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

SC

12/08/2009 - 05/22/2018

LPL FINANCIAL LLC (FORT MILL SC)

NC

06/20/2008 - 04/19/2012

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NC

07/30/1999 - 02/28/2008

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

Not sure if Kevin Matthew Hickey is right for you?

Licenses & Designations

BC

Issued 08/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Matthew Hickey.
Not sure if Kevin Matthew Hickey is right for you?