Trevor Scott Hickman
Investment adviser representative at Advice and Planning Services
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$37.9BFirm assets
Are you Trevor Scott Hickman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJun 2025 to now
- TIAAAug 2019 to now
- Bank of the WestJun 2017 to Aug 2017
- University of St AndrewsAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (AL, PA, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 7169694
- Firm CRD
- 20472