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Kent Hickey, CFP®, CPWA®, MBA
Ubequity Wealth Management, LLC

Location:

Round Rock, TX, 78681

Experience:

23+ years of experience

Minimum portfolio requirement
(including stock grants):

None

Credentials/Education:

CFP: Certified Financial Planner
MBA: Master of Business Administration

Other Certifications:

CPWA

Fee structure(s):

Percentage of assets
Fixed Fee
Fee only

Services offered:

Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis

Please read the terms and conditions of the service before continuing.

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