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Sandi Hickman

Advisor at Kestra Private Wealth Services, LLC

Updated today

Location

Exmore, VA 23350

Credentials

Series 63, Series 65

Industry experience

6 years

About

Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has previously worked at Truist Advisory Services and SunTrust Bank, with a career spanning over two decades in financial services. Hickman also serves as a registered assistant for Freedom Fiduciary Advisors and is a commissioned notary in Virginia. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting advisor decision-making with access to both in-house and third-party managed solutions.

Client services

Based on Kestra Private Wealth Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Private Wealth Services, LLC

Annuities College savings (529s, UTMA, etc.) Retirement income strategy Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kestra Private Wealth Services, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning and consulting fees may be negotiated flat fees (specific amounts not disclosed).

Commissions

Advisors may be registered representatives of affiliated broker-dealer Kestra IS and receive commissions on securities sales.

Project-based

Hourly fees for financial planning and consulting services (specific rates not disclosed).

Subscriptions

Subscription fees charged monthly, quarterly, or semi-annually for financial planning and consulting services (specific amounts not disclosed).

Other

Account minimum: $10,000 (minimum account size for AdvisorChoice platform, waivable at discretion) Minimum fee: Minimum account fees of $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, and $350 for UMA accounts. Fee-only: Financial planning and consulting fees charged on hourly basis, percentage of assets, or negotiated flat fee; subscription fees billed monthly, quarterly, or semi-annually.

Location

4376 Lankford Hwy, Unit B

Exmore, VA 23350

Most active in

Virginia

Work history

Kestra Private Wealth Services LLC

2021 - Present (5 years)

Kestra Investment Services LLC

2021 - Present (5 years)

Truist Advisory Services

2021 - 2021 (1 year)

TRUIST INVESTMENT SERVICES, INC

2021 - 2021 (1 year)

SunTrust Investment Services, Inc.

2019 - 2021 (2 years)

SUNTRUST BANK

2002 - 2019 (17 years)

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

Frank A

Series 63, Series 65, Series 66

Painter, VA

Investment Partners Asset Management

Frank Abella III is a financial advisor at Investment Partners Asset Management with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes 17 years at T.R. Winston & Company, LLC. Outside of advisory work, he serves as Vice President of Cape Charles Main Street and is a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on commerce and development. Investment Partners Asset Management provides discretionary and non-discretionary portfolio management, retirement plan consulting, and related services to individual and high-net-worth clients, trusts, estates, pension and profit-sharing plans, and sponsors of self-directed retirement plans. The firm employs a multi-style investment approach that emphasizes value investing and utilizes various strategies including tactical asset allocation, derivatives, and options.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing

Willie R

Series 63, Series 66

Exmore, VA

Edward Jones

Willie Randall is a financial advisor with Edward Jones in Exmore, VA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Randall serves as President of the Hermitage on the Eastern Shore Advisory Council, is the second vice president and a director on the Eastern Shore Chamber of Commerce Executive Committee, and participates on the advisory board of the Alzheimer's Association Southeastern Virginia Chapter as well as the board of the Eastern Shore Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products, supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Wendy M

Series 66

Exmore, VA

Edward Jones

Wendy Marshall is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

William R

ChFC®, Series 63, Series 66

Exmore, VA

Edward Jones

William Randall is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at Allstate Insurance Company, Family First Life, Securities America Advisors, Inc., and other firms. Outside of financial advising, he organizes bookkeeping for a medical practice in Exmore, VA. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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