Jordan R. Hicks

HICKS FINANCIAL PARTNERS

Charleston, SC 29405

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CRD#: 7508854

Professional summary

Jordan Robert Hicks is a registered financial advisor currently at HICKS FINANCIAL PARTNERS, LLC located in Charleston, South Carolina.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jordan has worked at 1 firm and has passed the Series 65 exam.

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 Jordan Robert Hicks'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 11, 2022 - Present

HICKS FINANCIAL PARTNERS, LLC

Office #1: 4000 S. Faber Place Drive, Charleston, SC 29405

RIA

CRD#: 317831

Charleston, SC

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

North Carolina
(4/12/2022)

IAR

South Carolina
(4/11/2022)

IAR

Texas
(10/13/2022)

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 65

Date: 4/30/2021

Uniform Investment Adviser Law Examination

Current Firm

HICKS FINANCIAL PARTNERS, LLC

CRD#: 317831 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/2/2022 Approved)

South Carolina

Registered Investment Advisory firm - (4/11/2022 Approved)

Texas

Registered Investment Advisory firm - (10/12/2022 Conditional Restricted)

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Contact information

Main Address

225 N. Bennett Street, Suite G, Southern Pines, NC 28387

Mailing Address

Phone number

(877) 921-6478

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 27,577,909

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.

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Jordan R. Hicks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Robert Hicks's CRS (Customer Relationship Summary).

Certified licenses

Experience

HICKS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2021

Current Firm

HICKS FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HICKS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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