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Lindsey Paul Hicks

Advisor at Raymond James & Associates — Menard, TX

Updated today

Credentials

Series 63, Series 65

Experience

41 years

Location

Menard, TX

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,806

Across 936 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Lindsey Hicks is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory role, he is a passive partner in two businesses, including a non-investment related excavation company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base ranging from individuals and high-net-worth clients to institutional, pension, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide array of portfolio management styles and affiliated research.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

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

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Menard, TX

Menard TX

Advisors at this office

1

Most active in

Texas

Work history

41 years of industry experience

Raymond James & Associates

2000 - Present • 26 years

Boerne, TX

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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