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C Theodore Hicks Ameriprise Financial Advisor

C Theodore Hicks

CFP®, CKA®

Private Wealth Advisor

Hicks & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 43 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Interests

My wife and I love photography - especially when the subject is our children. We both plan to take more formal training, if for no other reason than to help us take better family snapshots for my wife's scrapbooking hobby.

In my down time, I love to read - especially the biographies of some of our nation's heroes. The biography that I have, so far, enjoyed reading the most was "I Could Never Be So Lucky Again" - the autobiography that Jimmy Doolittle wrote when he was 95.

Finally, at some point I plan to get back into Aikido, a japanese martial art. I also enjoy general aviation, having earned my Private Pilot certificate in early 2014.

Community participation

In the summer of '09, a client asked me to join the Board of Directors for Club Horizon, a non-profit that serves adults with severe and persistent mental illness. Serving on the Board is never something I imagined myself doing. However, I served from June of '09 through May of '15 and was continually impressed and proud to be associated with the organization.

I also sit on the Board of Directors for the John Locke Foundation, an independent, nonprofit think tank that works "for truth, for freedom, and for the future of North Carolina."

Finally, I hope to go on my first mission trip with Bahamas Habitat, which is a Christian non-profit.

Awards & recognition

  • Ameriprise Circle of Success, 2006-2010, 2012-2019

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®

Education

  • NC State University, BS in Business Management with a Finance Concentration
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