Kaleigh Grace Hicks

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 10/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 01/2021 → 06/2021
  Crafton Communications
  Birmingham, AL
• 07/2019 → 12/2020
  Department Of The Interior- National Park Service
  Gaylesville, AL
• 06/2019 → 06/2019
  Decks And Docks
  Leeds, AL
• 05/2018 → 05/2019
  Jim N Nicks Barbeque
  Birmingham, AL
• 01/2017 → 06/2018
  Pandora
  Birmingham, AL
• 10/2019 → 03/2020
  Aldi
  Birmingham, AL
• 08/2016 → 08/2020
  University Of Alabama At Birmingham
  Birmingham, AL
• 11/2022 → 10/2023
  Morgan Stanley
  Alpharetta, GA
• 09/2023 → 10/2023
  Morgan Stanley
  Alpharetta, GA
• 10/2023 → 10/2023
  Gresham Inc
  St. Petersburg, FL
• 11/2023 → Present
  Raymond James Financial Services, Inc.
  Clearwater, FL
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Clearwater, FL

Other Businesses

(1)Name of Business: CN Wealth Management/Keybridge Wealth Management Address: 28050 US Highway 19 N Ste 401, Clearwater, FL, 33761-2629, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/22/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-12
• S63 Uniform Securities Agent State Law Examination
  2022-03-01

Other Names

• Kaleigh G Hicks