William L. Hickman

MINAS WEALTH MANAGEMENT

Okatie, SC 29909

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CRD#: 4428844

Professional summary

William Lamar Hickman III is a registered financial advisor currently at MINAS WEALTH MANAGEMENT LLC located in Okatie, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view William Lamar Hickman III's CRS (Customer Relationship Summary).

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

Current

April 23, 2008 - Present

MINAS WEALTH MANAGEMENT LLC

Office #1: 110 Traders Cross, Okatie, SC 29909

RIA

CRD#: 146718

Okatie, SC

Past

September 12, 2002 - January 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BEAUFORT, SC

Past

August 13, 2002 - January 2, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BEAUFORT, SC

Past

September 17, 2001 - May 17, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(4/23/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/20/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/14/2001

General Securities Representative Examination

Current Firm

MINAS WEALTH MANAGEMENT LLC

CRD#: 146718 / SEC#:

Louisiana

Registered Investment Advisory firm - (12/31/2010 Terminated)

South Carolina

Registered Investment Advisory firm - (4/23/2008 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

110 Traders Cross, Okatie, SC 29909

Mailing Address

Phone number

(843) 476-0059

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 2,900,000

Red Flags

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

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William L. Hickman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Lamar Hickman III's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINAS WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2002

Series 63

Date: 9/20/2001

Series 7

Date: 9/14/2001

Current Firm

MINAS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MINAS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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