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Sandi Lynn Hickman

Advisor at Kestra Private Wealth Services, LLC — Exmore, VA

Updated today

Credentials

Series 63, Series 65

Experience

6 years

Location

Exmore, VA 23350

Kestra Private Wealth Services, LLC logo

Kestra Private Wealth Services, LLC

Multi-team

Total advisors

209

Across 64 offices

Clients per advisor

96 Very High

Avg AUM per client

$653,677 Typical

HNW client ratio

27% High

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

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Kestra Private Wealth Services, LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fees may be charged for financial planning, consulting, or advisory services; specific amounts not stated

Percentage

$0 - $1,999,999: up to 2.5% $2,000,000 - $4,999,999: up to 1.25% $5,000,000 - $9,999,999: up to 1.00% $10,000,000 - $24,999,999: up to 0.75% $25,000,000+: up to 0.50%

Commissions

Commissions received through affiliate Kestra IS for brokerage services separate from advisory fees

Project-based

Hourly rate available for financial planning and consulting services; specific rates not stated

Subscriptions

Subscription fees charged monthly, quarterly, or semi-annually for financial planning or consulting services; specific amounts not stated

Other

Account minimum: $10,000 (may be waived at discretion) Minimum fee: Minimum account fees for wrap programs: $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, $350 for UMA Fee-only: Fees based on assets under management negotiable up to 2.5% annually; financial planning fees may be hourly, flat fee, percentage of assets, or subscription basis

Location

See office

Exmore, VA

4376 Lankford Hwy, Unit B

Exmore VA 23350

Advisors at this office

1

Most active in

Virginia

Work history

6 years of industry experience

Kestra Private Wealth Services LLC

2021 - Present • 5 years

Virginia Beach, VA

Kestra Investment Services LLC

2021 - Present • 5 years

Virginia Beach, VA

Truist Advisory Services

2021 - 2021 • 1 year

Exmore, VA

TRUIST INVESTMENT SERVICES, INC

2021 - 2021 • 1 year

Atlanta, GA

SunTrust Investment Services, Inc.

2019 - 2021 • 2 years

Atlanta, GA

SUNTRUST BANK

2002 - 2019 • 17 years

Onancock, VA

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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Frank A

Series 65, Series 63, Series 66

Painter, VA

Investment Partners Asset Management

Frank Abella III is a financial advisor at Investment Partners Asset Management with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at T.R. Winston & Company for 17 years and Investment Partners Asset Management for 27 years. Outside of his advisory role, 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 supporting commerce and development in Virginia. Investment Partners Asset Management is a SEC-registered firm providing discretionary and non-discretionary investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm manages approximately $333 million in assets and employs a range of strategies including individual equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives within separately managed accounts.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

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
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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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