Sharon R. Hicklin
Professional summary
Sharon Ruth Hicklin, who also goes by Sharon R Hicklin, Sharon Hicklin, is a registered financial advisor currently at LIFETIME FINANCIAL, INC. located in San Luis Obispo, California.
Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Sharon has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Ruth Hicklin's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2015 - Present
LIFETIME FINANCIAL, INC.
Office #1: 1177 Marsh St., Ste #200, San Luis Obispo, CA 93401July 9, 2014 - January 23, 2015
J.P. MORGAN SECURITIES 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
(10/15/2015)
Exams
Current Firm
LIFETIME FINANCIAL, INC.
CRD#: 161124 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 49,075,182 |
Red Flags
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Company Information
LIFETIME FINANCIAL, INC.
CRD#: 161124San Luis Obispo, CA 93401TRUST BUT VERIFY
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