Advisor at Kestra Private Wealth Services, LLC
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Location
Exmore, VA 23350
Credentials
Series 63, Series 65
Industry experience
6 years
Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She has previously worked at Truist Advisory Services and SunTrust Bank, with a career spanning over two decades in financial services. Hickman also serves as a registered assistant for Freedom Fiduciary Advisors and is a commissioned notary in Virginia. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting advisor decision-making with access to both in-house and third-party managed solutions.
Based on Kestra Private Wealth Services, LLC
Based on Kestra Private Wealth Services, LLC
Financial planning and consulting fees may be negotiated flat fees (specific amounts not disclosed).
Advisors may be registered representatives of affiliated broker-dealer Kestra IS and receive commissions on securities sales.
Hourly fees for financial planning and consulting services (specific rates not disclosed).
Subscription fees charged monthly, quarterly, or semi-annually for financial planning and consulting services (specific amounts not disclosed).
Account minimum: $10,000 (minimum account size for AdvisorChoice platform, waivable at discretion) Minimum fee: Minimum account fees of $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, and $350 for UMA accounts. Fee-only: Financial planning and consulting fees charged on hourly basis, percentage of assets, or negotiated flat fee; subscription fees billed monthly, quarterly, or semi-annually.
4376 Lankford Hwy, Unit B
Exmore, VA 23350
Virginia
Kestra Private Wealth Services LLC
2021 - Present (5 years)
Kestra Investment Services LLC
2021 - Present (5 years)
Truist Advisory Services
2021 - 2021 (1 year)
TRUIST INVESTMENT SERVICES, INC
2021 - 2021 (1 year)
SunTrust Investment Services, Inc.
2019 - 2021 (2 years)
SUNTRUST BANK
2002 - 2019 (17 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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