Lindsey Hicks
Lindsey Hicks is a registered investment advisor at Raymond James & Associates, INC., based in Boerne, TX, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
116 West Blanco Road, #204, Boerne, TX, 78006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lindsey is a passive partner in Corner Post Excavation, LLC and MTX Deer Lodge, LLC, dedicating minimal time to each. MTX Deer Lodge, LLC is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Smith Barney INC.Broker
Rauscher Pierce Refsnes, INC.Broker
State Registrations21 states
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