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Erick Bynum Ficken

Advisor at Kingsview Wealth Management, LLC — Myrtle Beach, SC

Updated today

Credentials

Series 63, Series 65

Experience

45 years

Location

Myrtle Beach, SC 29577

Kingsview Wealth Management, LLC logo

Kingsview Wealth Management, LLC

Multi-team

Total advisors

118

Across 73 offices

Clients per advisor

103 Very High

Avg AUM per client

$703,115 Typical

HNW client ratio

18% Typical

About

Erick Ficken is a financial advisor at Kingsview Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Advisors, A.G. Edwards & Sons, and Legg Mason Wood Walker. He is based in Myrtle Beach, South Carolina. Kingsview Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management using a combination of in-house strategies, third-party managers, and alternative investments.

Client services

Based on Kingsview Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kingsview Wealth Management, LLC

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kingsview Wealth Management, LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning fee starting at $0; ongoing consulting fees range from $500 to $12,500 per quarter.

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Project-based

Negotiable hourly fee for financial planning; specific amounts not stated.

Other

Account minimum: $25,000

Location

See office

Myrtle Beach, SC

2513 N Oak St, Suite 201

Myrtle Beach SC 29577

Advisors at this office

3

Most active in

South Carolina

Work history

45 years of industry experience

Kingsview Partners LLC

2019 - Present • 7 years

Grants Pass, OR

Kingsview Wealth Management Llc

2019 - Present • 7 years

Myrtle Beach, SC

Wells Fargo Clearing

2016 - 2019 • 3 years

Myrtle Beach, SC

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Myrtle Beach, SC

A. G. Edwards & Sons, Inc.

2004 - 2008 • 4 years

Legg Mason Wood Walker, Incorporated

2001 - 2004 • 3 years

Myrtle Beach, SC

Disclosures

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

Business activities & affiliations

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Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
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Joshua H

CFP®, Series 63, Series 66

Myrtle Beach, SC

Resettle Wealth

Joshua Hemmert is a CFP® with 14 years of experience in the financial industry. He currently operates as the sole advisor at Resettle Wealth, an independent registered investment adviser, and previously worked at J.P. Morgan Asset Management for eight years. Hemmert took a one-year sabbatical prior to founding Resettle Wealth. Resettle Wealth serves individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm combines modern portfolio theory with both passive and active investment strategies and offers values-based options upon request, managing accounts typically on a discretionary basis while providing ongoing plan updates and portfolio oversight.

Retirement income strategy Social Security optimization Tax strategies for small businesses Approaching retirement
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Francis R

Series 65

North Myrtle Beach, SC

FPR Investments LLC

Francis Rivell is a Series 65-licensed financial advisor at FPR Investments LLC with two years of industry experience. Prior to founding FPR Investments, he was involved with NMBNB LLC and had roles related to property and financial consulting. He is also a part owner of Hillside Apartments in North Myrtle Beach, SC. FPR Investments LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, and retirement plans. The firm customizes portfolios using fundamental, technical, charting, and cyclical analysis and serves clients with both ongoing portfolio management and periodic financial planning engagements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance
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John T

CFP®, Series 63

Myrtle Beach, SC

Mecklenburg Financial Group

John Tiddy is a CFP® with 22 years of experience in the financial industry. He has been the sole advisor at Mecklenburg Financial Group since 2008. Mecklenburg Financial Group is an independent, single-advisor firm offering discretionary portfolio management and fee-based financial planning to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to construct portfolios aligned with clients’ goals and risk tolerance, managing approximately $3.3 million across a focused client base.

Wealth management Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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James V

CFP®, Series 63, Series 65

Myrtle Beach, SC

Cairn Investor Services

James Vassas is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Cairn Investor Services. He has been with Cairn Investor Services since 2016. In addition to his advisory role, he is involved in the sale of fixed life, annuity, and health insurance products. Cairn Investor Services is an independent, state-registered advisory firm that primarily serves individual clients over age 40, as well as some corporations, partnerships, and trustees. The firm offers discretionary investment management, financial planning, hourly advisory engagements, and a subscription-based advisory service that integrates various non-investment professionals and software, combining fundamental and technical analysis in its managed portfolios.

Life insurance needs analysis
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Patrick T

Series 66

North Myrtle Beach, SC

Ramsey Smith Investment Solutions

Patrick Tuite is a financial advisor at Ramsey Smith Investment Solutions with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including Masonboro Advisors and BB&T Securities. He is also the managing member of MAMB, LLC. Ramsey Smith Advisors LLC provides asset management and financial planning services to individuals, small businesses, high-net-worth individuals, and charities. The firm employs a discretionary asset-management approach using methods such as fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, alongside offering hourly financial planning and educational seminars.

Retirement income strategy Cash flow / budgeting Active portfolio management Tax-loss harvesting Founder/Business Owner Executive
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