Paul Kiker Jr.
Advisor at Kiker Wealth Management, LLC
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.
Advisor at Kiker Wealth Management, LLC
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.
Location
Jasper, GA 30143
Credentials
Series 63, Series 65
Industry experience
21 years
Paul Kiker is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of his advisory role, he is the owner of Kiker Ventures, an S corporation established in 2003, and has involvement in fixed insurance sales. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, primarily investing in mutual funds, ETFs, and individual stocks while utilizing both long- and short-term strategies.
Based on Kiker Wealth Management, LLC
Based on Kiker Wealth Management, LLC
General consulting fees may be negotiated as fixed fees; no specific amounts stated.
Financial planning fees up to $500 per hour; general consulting fees range from $150 to $300 per hour.
Minimum fee: We may impose a minimum annual fee, but specific amounts are not stated; minimums are negotiable and may be waived.
788 West Church St.
Jasper, GA 30143
Georgia · Texas
Kiker Wealth Management, LLC
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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