Kimberly Wornom Hicks
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2023 to now
- Atlantic Union BankAug 2023 to now
- Raymond James Financial Services, Inc.Aug 2023 to now
- UnemployedMar 2023 to Aug 2023
- Commonwealth Retirement Investments, LLCJan 2017 to Mar 2023
- Purshe Kaplan Sterling InvestmentsJan 2017 to Mar 2023
- Lincoln Financial Advisors CorporationApr 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2454082
- Firm CRD
- 149018