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Victor Hayes Hicks

Perigon Wealth Management, LLC

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About Victor Hayes Hicks

Victor Hayes Hicks is a financial advisor with over 20 years of experience in the financial services industry. Victor currently works for Perigon Wealth Management, LLC in SOUTHFIELD, MI, where he is a registered Investment Advisor Representative (IAR). Previously, Victor was a registered representative for RAYMOND JAMES FINANCIAL SERVICES, INC. in SOUTHFIELD, MI, LINSCO/PRIVATE LEDGER CORP. in FORT MILL, SC, VESTAX SECURITIES CORPORATION in HUDSON, OH, and AETNA INVESTMENT SERVICES, INC. in WINDSOR, CT. Victor holds a Series 7, 9, 10, and 63 license. Victor has also been recognized as a Certified Financial Planner. Victor focuses on providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Victor Hicks is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

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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Victor Hicks’s Registration & Firm History

MI

12/14/2023 - Present

Perigon Wealth Management, LLC (SOUTHFIELD MI)

MI

09/26/2003 - 03/03/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

SC

10/18/2000 - 10/08/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

OH

02/12/1999 - 10/27/2000

VESTAX SECURITIES CORPORATION (HUDSON OH)

CT

02/07/1996 - 12/22/1998

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

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Licenses & Designations

BC

Issued 03/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/02/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/24/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor Hayes Hicks.
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