Kyle Hickey
Kyle Hickey is a registered investment advisor at Jameson & Griffin Financial, based in Westerville, OH, with 10 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 83 clients with $21M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Westerville, OH
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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
Kyle is a licensed insurance agent. The filing does not provide details on the products sold or time commitment.
Employment History
Current Registrations
Jameson & Griffin Financial
Previous Registrations
Jameson & Griffin Financial
Private Client Services, LLCBroker
Private Client Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Everhart Advisors
Mid Atlantic Capital CorporationBroker
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.