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Alfred Jeffrey Hicks

FINANCIAL PLANNING ADVISORS, INC.·ALTON, Illinois
SIE, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredFINANCIAL PLANNING ADVISORS, INC.
1600 WASHINGTON AVENUE, ALTON, IL 62002CRD# 2124371Firm CRD# 122625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alfred Jeffrey Hicks · ALTON, IL
Registration
CRD #2124371 · FINANCIAL PLANNING ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL PLANNING ADVISORS, INC.
Jul 1998 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 27, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL PLANNING ADVISORS, INC.
CRD 122625 · SEC 801-67497
AUM
$51M
Regulatory assets under management
Employees
1
897 client accounts
Services offered by FINANCIAL PLANNING ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FINANCIAL PLANNING ADVISORS, INC. →
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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.
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Research
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