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Sandi Lynn Hickman

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

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Exmore, VA 23350

Kestra Private Wealth Services, LLC logo

Kestra Private Wealth Services, LLC

Multi-team

Total advisors

206

Across 63 offices

Clients per advisor

97 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 seven years of industry experience. Her career includes roles at Truist Advisory Services and SunTrust Bank, where she worked from 2002 to 2021. Outside of her advisory role, she is a registered assistant at Freedom Fiduciary Advisors and is authorized as a notary in Virginia. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm oversees advisor recommendations while allowing flexibility in product and platform selection within an approved menu.

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 Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.)

Occupation focus

Based on Kestra Private Wealth Services, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Negotiated flat fees for financial planning and consulting services

Percentage

$0 - $1,999,999: up to 2.5% (general asset-based fee max) $0 - $1,999,999: Retirement plan max fees 1.50% (150 bps) $2,000,000 - $4,999,999: Retirement plan max fees 1.25% (125 bps) $5,000,000 - $9,999,999: Retirement plan max fees 1.00% (100 bps) $10,000,000 - $24,999,999: Retirement plan max fees 0.75% (75 bps) $25,000,000+: Retirement plan max fees 0.50% (50 bps)

Commissions

Commission-based compensation for brokerage transactions and insurance products through affiliated broker-dealer

Project-based

Hourly fees for financial planning and consulting when applicable

Subscriptions

Subscription fees billed monthly, quarterly, or semi-annually for certain advisory services

Other

Account minimum: $10,000 Minimum fee: Minimum account fees: $60 for APM-Tickets, $95 for APM-Wrap, $75 for Fund Strategist Portfolio (FSP) and Separately Managed Accounts (SMA), $350 for Unified Managed Accounts (UMA) Fee-only: Fees for financial planning and consulting on hourly, percentage of assets, or negotiated flat fee basis; also subscription fees billed monthly, quarterly or semi-annually

Location

See office

Exmore, VA

4376 Lankford Hwy, Unit B

Exmore VA 23350

Advisors at this office

1

Most active in

Virginia

Work history

7 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 63, Series 65, Series 66

Painter, VA

Investment Partners Asset Management

Frank Abella III is a financial advisor with Investment Partners Asset Management and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at T.R. Winston & Company for 17 years. Outside of his advisory work, he serves as Vice President of Cape Charles Main Street and as a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on local commerce and development. Investment Partners Asset Management is a SEC-registered firm providing 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, employing a range of strategies including 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
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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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