Claim Profile
AH

Alfred Jeffrey Hicks

FINANCIAL PLANNING ADVISORS, INC.·ALTON, Illinois
Unclaimed Profile
1600 WASHINGTON AVENUE, ALTON, IL 62002CRD# 2124371Firm CRD# 122625
01

About

Alfred Jeffrey Hicks is a registered financial advisor based in ALTON, Illinois, affiliated with FINANCIAL PLANNING ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINANCIAL PLANNING ADVISORS, INC.
FINANCIAL PLANNING ADVISORS, INC.
AUM
$51M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2124371
Firm CRD# 122625
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALTON?

Browse all registered financial advisors in ALTON, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alfred Jeffrey Hicks offer?
Alfred Jeffrey Hicks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTON, Illinois for a consultation.
What are Alfred Jeffrey Hicks's credentials?
Alfred Jeffrey Hicks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfred Jeffrey Hicks located?
Alfred Jeffrey Hicks is based in ALTON, Illinois, working with FINANCIAL PLANNING ADVISORS, INC.. Their office serves clients in the ALTON metropolitan area and surrounding communities.
How does Alfred Jeffrey Hicks charge for services?
Alfred Jeffrey Hicks'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 FINANCIAL PLANNING ADVISORS, INC.?
FINANCIAL PLANNING ADVISORS, INC. has approximately 1 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty