Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
32 years
Location
Ulysses, KS 67880
Edward Jones
Institution
Lloyd Hickok is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Edward Jones since 1997. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in agriculture and energy-related business activities, including ownership of a farm operation and interests in energy royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Ulysses, KS
201 N Main St
Ulysses KS 67880
Advisors at this office
1
Kansas · Texas
32 years of industry experience
Edward D. Jones & CO., L.P.
1997 - Present • 29 years
Scott City, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Ulysses, KS
OSAIC
Randall Fisher is a financial advisor with Osaic Wealth Inc, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at several firms including Kestra Advisory Services LLC, Cornerstone Wealth Management LLC, and LPL Financial, among others. Outside of his advisory work, he is president and camp director of the Journey to the Cross Rodeo Bible Camp, a Christian organization. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, using various asset allocation and portfolio management tools and supports multiple advisory platforms and third-party solutions.
Series 63, Series 66
Ulysses, KS
Cetera
Marcia Swann is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior experience includes roles at Lifepoint Health, Frontline Management LLC, Conestoga Energy Partners, and the Department of State. She serves as Vice President for the Kiwanis Club of Ulysses, KS, contributing to community service efforts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors and serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
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