Kaleigh Hicks
Kaleigh Hicks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
28050 U.S. Highway 19 N., Suite 401, Clearwater, FL, 33761
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
Kaleigh works as a financial advisor for CN Wealth Management/Keybridge Wealth Management. This takes about a quarter to half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
E*trade Securities LLCBroker
State Registrations27 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.