Theodore  Hicks, II CFP<sup>&reg;</sup> - Financial Advisor

Theodore Hicks, II CFP®

Private Wealth Advisor

Hicks & Associates - Ameriprise

1225 Crescent Green, Ste 100
Cary, NC 27518

Hicks & Associates - Ameriprise

510 NW Broad Street
Southern Pines, NC 28387
FINANCIAL ADVISOR'S WEBSITE
(919) 851-5500
(910) 692-5917
CONNECT WITH Theodore
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General

Theodore Hicks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hicks & Associates - Ameriprise in Cary, NC and the surrounding communities.

Financial Advisor Overview

We live in the information age. You can get information anywhere. Wisdom is knowing what to do with the information. At Hicks & Associates, we take a methodical and comprehensive approach to your financial situation such that we can help you turn information into wisdom. Whether you need help planning your transition into retirement or developing a plan to leave your legacy, we can help.
We also offer our clients personalized wealth management strategies which are based upon our own independent research and implemented through our investment advisory process. When it comes to helping our clients manage their investments, our approach is focused on helping to reduce downside risk. Our multi-strategy investment process combines characteristics of a variety of investment theories into one cohesive methodology.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Kingdom Advisor

Insurance Licenses

  • Life insurance: CO, NC, PA, WI, AZ, VA, FL
  • Health/disability insurance: CO, NC, PA, WI, AZ, VA, FL
  • Fixed annuities: CO, NC, PA, WI, AZ, VA, FL
  • Variable annuities: CO, NC, PA, WI, AZ, VA, FL

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

Disclosure
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Please visit www.ameriprise.com/social for more important disclosures and information.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Government & Military, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources