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Steven A. Hicks

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CRD#: 1061043
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Allen Hicks was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1982. Steven had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 5, 2005 - September 8, 2016

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
FORT WAYNE, IN
Past

January 3, 2005 - September 8, 2016

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
FORT WAYNE, IN
Past

July 16, 2002 - December 31, 2004

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
FORT WAYNE, IN
Past

November 12, 2001 - December 31, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

September 16, 1998 - November 9, 2001

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

April 11, 1997 - September 8, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 11, 1997 - September 8, 1998

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

November 7, 1988 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

November 7, 1988 - April 8, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

February 1, 1988 - October 24, 1988

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

February 1, 1988 - October 24, 1988

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

February 1, 1988 - October 24, 1988

OSAIC FA, INC.

BD
CRD#: 3978
Past

October 20, 1982 - April 8, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LA
LEGEND ADVISORY, LLC
FREEMARK INVESTMENT MANAGEMENT | THE LINCOLN INVESTMENT COMPANIES | THE LEGEND GROUP | LEGEND ADVISORY, LLC | LEGEND ADVISORY CORPORATION | LEGEND ADVISORY CORP | LEGEND ADVISORY

CRD#: 104761 / SEC#: 801-13887

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Contact information


Main Address
4600 East Park Drive Suite 300, Palm Beach Gardens, FL 33410-4258
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LEGEND ADVISORY, LLC FORM ADV PART 2A BROCHURE (3/29/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGEND ADVISORY, LLC

CRD#: 104761

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