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Gary Leonard Hicklin

Lifetime Financial, Inc.

Newport Beach, CA

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Current Employers
Lifetime Financial, Inc.

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-07-08
  • CA RA
    APPROVED
    Since 2019-07-08

Branch Locations

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horter Investment Management Cincinnati OH 10/2015 07/2019
Gary Hicklin, Self Employed San Luis Obispo CA 09/2010 04/2023
County Of San Luis Obispo San Luis Obispo CA 09/2001 Present
Lifetime Financial Inc Newport Beach CA 07/2019 Present
Lifetime Paradigm Inc. Newport Beach CA 04/2023 Present
  • 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
    Newport Beach, CA
  • 04/2023 → Present
    Lifetime Paradigm Inc.
    Newport Beach, CA
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-10
S63 Uniform Securities Agent State Law Examination 1984-06-26
  • S65 Uniform Investment Adviser Law Examination
    2015-09-10
  • S63 Uniform Securities Agent State Law Examination
    1984-06-26

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