Kaleigh Grace Hicks
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Kaleigh Grace Hicks? 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 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
10 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2024 to now
- Raymond James Financial Services, Inc.Nov 2023 to now
- Gresham IncOct 2023 to Oct 2023
- Morgan StanleyNov 2022 to Oct 2023
- E*trade Securities LLCJul 2021 to Oct 2023
- Crafton CommunicationsJan 2021 to Jun 2021
- AldiOct 2019 to Mar 2020
- Department of the Interior- National Park ServiceJul 2019 to Dec 2020
- Decks and DocksJun 2019 to Jun 2019
- Jim N Nicks BarbequeMay 2018 to May 2019
- PandoraJan 2017 to Jun 2018
- University of Alabama At BirminghamAug 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7397397
- Firm CRD
- 149018