David K. Hicok
Professional summary
David Kenneth Hicok, ChFC® is a registered financial advisor currently at HICOK FINANCIAL SOLUTIONS, LLC located in Templeton, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Kenneth Hicok's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2026 - Present
HICOK FINANCIAL SOLUTIONS, LLC
August 10, 2017 - February 11, 2026
PROCORE ADVISORS, LLC
August 21, 2013 - February 3, 2015
COINBASE CAPITAL MARKETS CORP
May 20, 2013 - November 21, 2017
PARTNERVEST ADVISORY SERVICES LLC
August 5, 2011 - May 15, 2013
MSI FINANCIAL SERVICES, INC.
August 3, 2011 - May 15, 2013
MSI FINANCIAL SERVICES, INC.
October 2, 2002 - April 28, 2011
OSAIC FA, INC.
October 1, 2002 - May 17, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
October 1, 2002 - April 28, 2011
OSAIC FA, INC.
July 24, 2000 - September 23, 2002
EQUITABLE ADVISORS, LLC
December 9, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
December 9, 1999 - September 23, 2002
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2026)
Exams
Current Firm
HICOK FINANCIAL SOLUTIONS, LLC
CRD#: 339582 / SEC#:
Contact information
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.
