| Advisor Profile |
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| Name: |
David Hicok |
| Phone Number: |
(949) 579-2564 |
| Website: |
Visit Website
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| Disclaimer |
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
CRN200904-2028836 |
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Business Description |
Sagemark Private Wealth Services is a group of financial planners within Lincoln Financial Advisors Corporation who have experience in wealth management, business continuity, and sophisticated wealth transfer strategies.
Our planning process revolves around you and your family's vision and philosophy. We begin by identifying your needs and objectives. We then analyze and evaluate the particulars of your current financial situation. Finally, we provide you with the comprehensive advice you need to help you make the informed decisions that will secure your present and compose a legacy for the future. |
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General Information |
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| Insurance License#: |
0C80026
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
CA, VA, AL, TX
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Individual Investors, Businesses
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Insurance, Annuities, Stocks, Real Estate, Mutual Funds
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Qualifications & Memberships |
| Securities Licenses: |
Series 66, Series 7
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| Insurance and Annuity Licenses: |
Annuity, Disability, Variable Life, Long Term Care, Variable Annuity, Health, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Prepared By: |
David Hicok |
Frequently Asked Questions |
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