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Sandi Lynn Hickman

Kestra Private Wealth Services, LLC

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About Sandi Lynn Hickman

Sandi Lynn Hickman is a financial advisor registered with Kestra Private Wealth Services, LLC. Sandi has been working in the financial industry since 2019 and has a wide range of experience. Sandi holds Series 7, 63, and 65 licenses, and she specializes in providing financial planning and portfolio management services to individuals and businesses. Sandi is committed to helping her clients achieve their financial goals.

Firm Information

Sandi Hickman is currently registered with Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent wealth management firm headquartered in Austin, TX. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $7.3 billion in assets for individuals, corporations, charitable organizations, insurance companies, and pension plans. Kestra Private Wealth Services has over 150 financial advisors and investment professionals who provide customized wealth management solutions to help clients achieve their financial goals.
Kestra Private Wealth Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$7.30B

Assets Under Management

95

Total Clients

170

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Sandi Hickman’s Registration & Firm History

VA

06/30/2021 - Present

Kestra Private Wealth Services, LLC (Virginia Beach VA)

VA

10/03/2019 - 07/01/2021

TRUIST INVESTMENT SERVICES, INC. (EXMORE VA)

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Licenses & Designations

IA

Issued 05/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandi Lynn Hickman.
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