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Kent Hickey, CFP®, CPWA®, MBA
Ubequity Wealth Management, LLC
Kent Hickey, CFP®, CPWA®, MBA
Location:Round Rock, TX, 78681
Experience:23+ years of experience
Minimum portfolio requirement
(including stock grants):
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
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