A complete list of active advisors currently associated with Hickok Advisory, LLC
Warmer can help you find a great advisor at Hickok Advisory, LLC or one who fits your needs even better.
The firm provides both discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans, topic-specific consultations and ongoing planning. Its brochure lists a broad client type spectrum (individuals, trusts, estates, charitable organizations and businesses), but as of the filing it reports $130,000 in non-discretionary assets under management and a single client while maintaining a stated account minimum of $1,000,000 that may be lowered or waived in certain cases. Investment analysis emphasizes fundamental and cyclical methods, and client strategies can include long-term purchases, short-term purchases and trading; account reviews are performed at least quarterly with attention to allocation, rebalancing and tax-loss harvesting opportunities. The firm recommends a specific custodian (Charles Schwab) and will act on a discretionary basis when authorized or provide trade-by-trade recommendations for non-discretionary accounts. Distinctive operational features include affiliations with a tax-preparation business and a law practice and an active real estate license, with the principal devoting roughly 75% of his time to those activities and offering those services to clients — relationships the brochure discloses as potential conflicts of interest with stated mitigation through disclosure and fiduciary duties. The firm is owner-operated with the principal serving as the sole supervisor and Chief Compliance Officer, does not vote client proxies (clients receive and vote their own), and reports no external compensation for selling securities.
To learn more about the advisors currently working at Hickok Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Campbell, CA
| 5
| |
Campbell, CA
| 0
|
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