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An Ameriprise Platinum Financial Services® Practice

 
 
C Theodore Hicks II Ameriprise Financial Advisor

C Theodore Hicks II

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

We shape financial solutions for a lifetime.®

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919.851.5500

Theodore.2.Hicks@ampf.com

 
 
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HICKS & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Locations

1225 Crescent Green
Ste 100
Cary, NC 27518-8119
Map Phone: 919.851.5500

Hours: Monday8 a.m. - 5 p.m.
Tuesday8 a.m. - 5 p.m.
Wednesday8 a.m. - 5 p.m.
Thursday8 a.m. - 5 p.m.
Friday8 a.m. - 5 p.m.

Please call to schedule your appointment in advance. Available time slots may vary.

101 Bradford Village Ct
Southern Pines, NC 28387-5451
Map Phone: 910.692.5917

It's always tax season

Taxpayers often miss opportunities to make tax-smart moves. Decisions made now about charitable gifts, education accounts and retirement plans can benefit you later. Contact me about finding strategies to help you manage your taxes.

Why choose a Christian financial advisor?

There are a lot of qualified financial advisors. But can they help you be a faithful steward of the finances entrusted to you?

As a Christian striving to live a life of purpose and contentment, you need an advisor who can give you advice based on the biblical principles of stewardship.

At Hicks & Associates, we share your Christian world view. We'll help you create a financial plan that aligns with your deeply held values and beliefs.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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    License Information

    I am licensed and registered to conduct business in NC.
    Based on licenses and registrations I hold, I may also conduct business in VA, OH, AZ, WV, KS, PA, NJ, FL, CO, MI, MD.
    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.

    • Ameriprise Financial welcomes clients of diverse religions and cultural backgrounds and provides investment advisory services without regard to any religious affiliations.

    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.