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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Hicks is a financial advisor with Merit Financial Advisors, a firm with over 140 registered representatives and advisors. Todd has been in the financial industry since 1992 and has a wide range of experience serving individuals, high-net-worth clients, corporations, charitable organizations, and pension plans. Todd provides financial planning, investment management, and consulting services.
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.
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.
Consulting fees
1
2
GA
04/21/2016 - Present
Merit Financial Advisors (Lawrenceville GA)
GA
01/28/2011 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
06/02/2000 - 02/01/2011
SECURITIES AMERICA, INC. (LAWRENCEVILLE GA)
GA
10/01/1997 - 08/08/2000
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
MA
10/15/1999 - 06/20/2000
MANEQUITY, INC. (BOSTON MA)
NA
07/27/1984 - 09/23/1989
PRUCO SECURITIES CORPORATION
IA
Issued 10/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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