Gregory Hicks
Gregory Hicks is a registered investment advisor at Duncan Financial Planning Advisors, based in Murray, UT, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
Murray, UT
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Gregory is a real estate agent, an advisory representative of a RIA, and an investment advisor. He also owns a dog boarding business and a rental management company, and is a W2 employee at Duncan Advisor Resources, dedicating full-time hours to this role.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Vertical Capital Asset Management, LLC
Vertical Capital Securities, LLCBroker
Fidelity Brokerage Services LLCBroker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations8 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.