Alister K Chick

Advisor at Raymond James Financial — Shallotte, NC

Updated today

Credentials

Series 66

Experience

11 years

Location

Shallotte, NC 28470

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Alister Chick is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2015 to 2026 before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Shallotte, NC

624 Village Rd SW, Ste 2

Shallotte NC 28470

Advisors at this office

1

Most active in

North Carolina · Texas

Work history

11 years of industry experience

Raymond James Financial Services Advisors Inc.

2026 - Present • 1 year

Shallote, NC

Raymond James Financial Services Inc.

2026 - Present • 1 year

Shallote, NC

Edward Jones

2015 - 2026 • 11 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brian H

Series 63, Series 65

Bolivia, NC

Coastal Carolina Financial Partners LLC

Brian Hilker is a financial advisor at Coastal Carolina Financial Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FBA Wealth Management, Realty One Group, and The Prudential Insurance Company of America. Hilker is licensed to offer life insurance and annuities in North Carolina. Coastal Carolina Financial Partners primarily serves individual investors, including some high-net-worth clients, as well as a small number of business clients. The firm provides portfolio management and investment advisory services on a non-discretionary, consultative basis, focusing on fundamental security analysis and a generally conservative strategy using stocks, bonds, mutual funds, and ETFs.

Active portfolio management Options & derivatives strategies
user avatar

David P

Series 63, Series 65, Series 66

Bolivia, NC

Liberty Square Wealth Partners LLC

David Pope is a financial advisor at Liberty Square Wealth Partners LLC with one year of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Andalusian LLC from 2021 to 2024 and CVSA LLC from 2002 to 2021. Outside of finance, he is a keyboardist and vocalist involved in musical entertainment. Liberty Square serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term oriented investment process using fundamental and technical analysis to construct diversified portfolios primarily composed of ETFs and mutual funds, while also accommodating individual stocks, bonds, and legacy positions as appropriate.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

Robert G

Series 63, Series 65

Bolivia, NC

Riggs Asset Management Co Inc

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 44 years of industry experience. He has been with Riggs Asset Management since 1990. He holds Series 63 and Series 65 designations. Riggs Asset Management provides discretionary investment management and limited consultation on non-investment matters to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers family-office style services and employs a diversified investment approach that includes individual equities, fixed income, ETFs, mutual funds, and may incorporate cryptocurrency exposure via ETFs.

Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
user avatar

Herman D

ChFC®, Series 63

Little River, SC

Macro Advisors, Inc.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
user avatar

Trent R

Series 63, Series 65

Shallotte, NC

Buck Wealth Strategies, LLC

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and having two years of industry experience. His background includes roles at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a platoon leader in the North Carolina National Guard. Buck Wealth Strategies provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down macro investment approach with tactical asset allocation and routinely integrates options strategies and third-party money managers in portfolio implementation.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
user avatar

Evan C

Series 65

Shallotte, NC

Buck Wealth Strategies, LLC

Evan Cutler is a financial advisor at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at John Ingraham, LLC and Midland National Annuity. Outside of advising, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease through the Pushups for Parkinsons initiative. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach with tactical asset allocation and is notable for its use of options strategies and integration of outside money managers.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Wealth management Founder/Business Owner Executive Established Professionals
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