David Hicks
Investment adviser representative at Abound Financial
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$428MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Abound FinancialSep 2023 to now
- LPL Financial, LLCMar 2020 to now
- Wcg Wealth Advisors, LLCMar 2020 to Dec 2023
- Fidelity InvestmentsAug 2019 to Mar 2020
- Western Placer Unified School DistrictAug 2007 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Abound Financial
Legal name: Kerux, LLC
$428MAssets managed
541Clients
3Advisers
3 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
- 7172378
- Firm CRD
- 327724