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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Vincent Hicks is a financial advisor with Avantax Advisory Services. Samuel is a registered representative in the state of California, and he has been in the industry since 2021. His primary office is located at 24961 The Old Road, 2nd Floor in Stevenson Ranch, California. Samuel works with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension plans. He offers a range of financial services, including financial planning, portfolio management, and pension consulting. Samuel is a highly qualified and experienced financial advisor with a proven track record of success.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
11/16/2021 - Present
Avantax Advisory Services (Stevenson Ranch CA)
BOTH
Issued 11/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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