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David Bradford Hicks

OAKMONT ADVISORY GROUP, LLC·ALBUQUERQUE, New Mexico
OAKMONT ADVISORY GROUP, LLC
2001 CARLISLE BLVD NE, ALBUQUERQUE, NM 87110-4939CRD# 6156912Firm CRD# 158890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bradford Hicks · ALBUQUERQUE, NM
Registration
CRD #6156912 · OAKMONT ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

David Bradford Hicks is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with OAKMONT ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OAKMONT ADVISORY GROUP, LLC
OAKMONT ADVISORY GROUP, LLC
AUM
$108M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at OAKMONT ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6156912
Firm CRD# 158890
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Bradford Hicks offer?
David Bradford Hicks specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are David Bradford Hicks's credentials?
David Bradford Hicks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bradford Hicks located?
David Bradford Hicks is based in ALBUQUERQUE, New Mexico, working with OAKMONT ADVISORY GROUP, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does David Bradford Hicks charge for services?
David Bradford Hicks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKMONT ADVISORY GROUP, LLC?
OAKMONT ADVISORY GROUP, LLC has approximately 7 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKMONT ADVISORY GROUP, LLC

Ralph William Hicks
ALBUQUERQUE, NM

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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