Lloyd Hickok is a CFP-designated registered investment advisor at Edward Jones, based in Ulysses, KS, with 32 years of industry experience. Lloyd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
201 N Main St, Ulysses, KS, 67880
Get directionsHistory
Regulatory History (2)
Financial
August 2019Customer Dispute
February 2002Other Business Activities
Lloyd owns HK Investment Properties LLC, a rental real estate business, and HK Land and Cattle, an agriculture business, both started in August 2024. He spends a few hours per week managing these properties.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Investment Centers of America, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.