Andrew Russell Hicks
Investment adviser representative at Occidental Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
13 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Occidental Asset Management, LLCJun 2025 to now
- New York Life Insurance CompanyMar 2025 to now
- Nylife Securities LLCMar 2025 to now
- UnemployedJan 2025 to Mar 2025
- Boon Legal LLCFeb 2022 to Jan 2025
- Belmont College of LawAug 2021 to May 2024
- Municipal Technical Advisory ServiceJan 2019 to Dec 2020
- University of Tennessee - KnoxvilleAug 2018 to Aug 2021
- Cardinal HealthAug 2018 to May 2020
- Olentangy Liberty High SchoolAug 2013 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Occidental Asset Management, LLC
$1.1BAssets managed
908Clients
12Advisers
13 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
- 8036600
- Firm CRD
- 168650