David Hickman is a registered investment advisor, based in Cincinnati, OH, with 19 years of industry experience.
Location
4015 Executive Park Drive, Suite 300, Cincinnati, OH, 45241
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a partner at Cumulus College Planning, a loan originator/servicer/referral agent for Jacob Real Properties, and a partner in Cumulus Capital Protection, an independent insurance business. He also provides training to financial professionals on college planning and manages rental property, dedicating minimal time to the latter two activities.
Employment History
Current Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
State Registrations4 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.