Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Kae Hickman is a financial advisor at LPL Financial LLC, with over 25 years of experience in the financial services industry. Terri is licensed in 17 states and holds several industry certifications. Terri specializes in a variety of financial planning services, including investment management, retirement planning, and estate planning. Terri is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
09/11/2020 - Present
LPL Financial LLC (GRAND JUNCTION CO)
CO
11/20/1995 - 04/24/2007
WADDELL & REED, INC. (GRAND JUNCTION CO)
BOTH
Issued 05/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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