Gary Leonard Hicklin

Employer firm

Lifetime Financial, Inc. CRD 161124

$63.3M regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2015 → 07/2019
  Horter Investment Management
  Cincinnati, OH
• 09/2010 → 04/2023
  Gary Hicklin, Self Employed
  San Luis Obispo, CA
• 09/2001 → Present
  County Of San Luis Obispo
  San Luis Obispo, CA
• 07/2019 → Present
  Lifetime Financial Inc
  Newport Beach, CA
• 04/2023 → Present
  Lifetime Paradigm Inc.
  Newport Beach, CA

Previous Registrations

• 2015-10-23 → 2019-07-08
  Horter Investment Management, Llc
  Arroyo Grande, CA
  Cincinnati, OH
  San Luis Obispo, CA

Other Businesses

The Name of the other business: Gary Hicklin, Self Employed; Investment Related?: Yes; Address of other business: 1177 Marsh Street Suite 200 San Luis Obispo, CA 93401; Nature of other business: Life and Annuity Insurance Sales; Your position: Agent ; Start Date: 09/2010; How many hours you devote to the other business per month: 60; How many hours you devote to the other business during securities trading hours: 10; Briefly describe your duties: Independent Life Insurance and Annuity Sales Agent The Name of the other business: County of San Luis Obispo California; Investment Related?: No; Address of other business: 976 Osos Street, Room 400, San Luis Obispo, CA 93408; Nature of other business: Information Technology; Your position: Supervisor Information Technology; Start Date: 09/2001; How many hours you devote to the other business per month: 160; How many hours you devote to the other business during securities trading hours: 30; Briefly describe your duties: Supervision of information technology staff Name of outside business: Independent Contractor for Lifetime Paradigm Inc; Is the business investment related: No; Location of the business: 260 Newport Center Dr Newport Beach CA 92660 USA; Position Title: Insurance Sales-Consulting; Start date with business: 2023-04-01; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 20

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  1984-06-26