EH
EH

Emily Hickman

5 Years of Experience
Parkersburg, WV
1 DisclosureBrokerSells Insurance

Emily Hickman is a registered investment advisor at LPL Financial LLC, based in Parkersburg, WV, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1414 Blizzard Drive, 2nd Fl, Parkersburg, WV, 26101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2024
Final
Other Business ActivitiesSells Insurance

Emily sells non-variable insurance, dedicating minimal time to this activity. She also operates Pro Trust Advisors as a DBA for her LPL business, spending nearly full-time hours on this.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2021 - July 2024 · 3 yrs
Cambridge Investment Research, INC.Broker
May 2020 - July 2024 · 4 yrs 2 mos
State Registrations2 states
OHWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Emily Hickman - Financial Advisor | TrueAdvisor