Advisor at Mariner Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mariner Advisor Network
Location
Jackson, MS 39216
Credentials
CFP®, Series 66
Industry experience
25 years
Harold Hicks is a CFP® with 25 years of industry experience, currently serving as an advisor at Mariner Advisor Network. His prior experience includes roles at VOYA Financial Advisors and LPL Financial. Hicks also operates a non-variable insurance business. Mariner Advisor Network is an enterprise registered investment adviser that supports a decentralized network of advisors serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, access to model portfolios and third-party managers, and retirement plan consulting services.
Based on Mariner Advisor Network
Based on Mariner Advisor Network
Fixed fees for financial planning typically range from $2,500 to $50,000 depending on complexity.
0.4% to 2.75% (negotiable, depending on platform, service, and IAR discretion)
Certain IARs are licensed insurance agents and receive commissions on sales; commissions also received from mutual funds and securities sold through LPL.
Hourly consulting rates range from $100 to $400 per hour depending on advisor experience.
Subscription (flexible payment) financial planning fees billed monthly, quarterly, or bi-annually using AdvicePay platform.
Account minimum: $5,000 Fee-only: Consulting and Financial Planning Services fees are negotiable; fixed fees typically range from $2,500 to $50,000; hourly rates $100 to $400 per hour; subscription fees available.
2654 Ridgewood Rd.,, Suite A
Jackson, MS 39216
Mississippi · Texas
Mariner Independent Advisor Network, LLC
2022 - Present (4 years)
LPL Financial, LLC
2022 - Present (4 years)
VOYA Financial Advisors
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Jackson, MS
Eversight Wealth LLC
Series 63, Series 65
Jackson, MS
Dental Wealth Partners LLC
CFP®, CPA
Madison, MS
Elevated Retirement Financial Services
Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.
CFP®, CFA®, Series 63, Series 66
Madison, MS
Collaborative Advice
Series 63, Series 65
Madison, MS
FHZ Wealth Management, LLC
CFA®, Series 65
Clinton, MS
Wealth Management, LLC
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