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Paul Kell Kiker

KIKER WEALTH MANAGEMENT, LLC·JASPER, Georgia
SIE, Series 6, Series 7, Series 24, Series 63, Series 6521 years registeredKIKER WEALTH MANAGEMENT, LLC
788 W CHURCH STREET, JASPER, GA 30143CRD# 4066487Firm CRD# 154405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Kell Kiker · JASPER, GA
Registration
CRD #4066487 · KIKER WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

KIKER WEALTH MANAGEMENT, LLC
Aug 2010 – present
LPL FINANCIAL CORPORATION
Sep 2004 – Oct 2010
JASPER, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 24, 2004
Years registered · 21
03

Disclosure History

2014Customer Dispute·Settled
1996Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
KIKER WEALTH MANAGEMENT, LLC
CRD 154405 · SEC 801-79392
AUM
$162M
Regulatory assets under management
Employees
7
1,770 client accounts
Services offered by KIKER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KIKER WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Paul Kell Kiker offer?
Paul Kell Kiker specializes in Financial Planning, Investment Management. Contact their office in JASPER, Georgia for a consultation.
What are Paul Kell Kiker's credentials?
Paul Kell Kiker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Kell Kiker located?
Paul Kell Kiker is based in JASPER, Georgia, working with KIKER WEALTH MANAGEMENT, LLC. Their office serves clients in the JASPER metropolitan area and surrounding communities.
How does Paul Kell Kiker charge for services?
Paul Kell Kiker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIKER WEALTH MANAGEMENT, LLC?
KIKER WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (759)ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)
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Research
Advisor Fees in GeorgiaNational Fee Analysis
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