HICKORY FINANCIAL GROUP, LLC

HICKORY, North Carolina·1 registered advisor·CRD# 306201
SEC# 801-1177400(828) 455-1967
01

Firm Overview

AUM
$5M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: FEES SHARED WITH THIRD PARTY ADVISORS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HICKORY FINANCIAL GROUP, LLC

1 registered advisor
Mark David Coffey
HICKORY, North Carolina
05

Office Locations

HICKORY, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. HICKORY FINANCIAL GROUP, LLC (CRD# 306201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.