Canon Hickman, Cfp® Email and Phone Number
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At Equity Concepts, Your Wealth Advisory Board specializes in managing the complex financial and risk management needs of families, trusts, and businesses. - Portfolio Management- Alternative Investing - Tax Strategy- Risk Management- Family Office ServicesWealth Management is more than just picking investments and retirement planning. Your Wealth Advisory Board was specifically created to strategically integrate and coordinate all parts of financial life from risk management and financial planning, to asset management, tax planning and estate planning. This comprehensive approach is designed to ensure that each of these distinct and important areas of the financial spectrum has been evaluated and managed together to give each client a greater sense of control. It is the active and ongoing supervision of this process that will ultimately define true financial success. Our investment approach is diversified beyond traditional stock and bond investing. The strategic use of non-correlated and alternative investment classes is a key component in today's portfolio and risk management process. Our expertise in these areas gives our clients, retail and institutional, access to the most advanced and effective investment solutions available.Completely unrelated, but just as important; I'm an avid golfer for anyone looking for a fourth. I'm father to four crazy kids: Judson, Ethel, Cary, and Willa. And my wife still thinks my accent is funny after 21 years.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Eqity Concepts LLC (or Seltzer Financial Strategies) and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.
Equity Concepts Llc
View- Website:
- equity-concepts.com
- Employees:
- 32
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Partner I Wealth ManagerEquity Concepts Llc Dec 2006 - PresentRichmond, Virginia AreaFor our families and institutional clients, we understand that poor market performance doesn't change one's needs, goals and objectives; and we recognize that traditional forms of investment theory have proven riskier and less effective in today's market environment than in years past. Over the last decade industry leaders have made substantial changes in their risk management and asset allocation models to help improve performance and reduce volatility. Yet many institutions and private… Show more For our families and institutional clients, we understand that poor market performance doesn't change one's needs, goals and objectives; and we recognize that traditional forms of investment theory have proven riskier and less effective in today's market environment than in years past. Over the last decade industry leaders have made substantial changes in their risk management and asset allocation models to help improve performance and reduce volatility. Yet many institutions and private investors continue to accept the "Lost Decade" as an unavoidable reality in their portfolios. Our goal is to communicate and implement the latest, most effective portfolio and risk management techniques currently utilized by the world's most well respected institutions. Canon Hickmancanon@equity-concepts.com (o)804-355-7424Carytown Office24 S Auburn AveRichmond, VA 23221www.equity-concepts.comWest End Office2550 Gaskins RdHenrico, VA 23238"Our mission is to help our clients understand their purpose and position them financially to live it out."Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Equity Concepts are not affiliated.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/ SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Equity Concepts are not affiliated. Show less
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Co-Founder, Member Board Of DirectorsPromise Land Pastures Jan 2019 - PresentCharles City County, Virginia, United StatesPromise Land Patures is a 130 acre Non-profit farm and innovation laboratory dedicated to serving the needs and inspiring the people of Charles City County, VA.
Canon Hickman, Cfp® Skills
Canon Hickman, Cfp® Education Details
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Economics
Frequently Asked Questions about Canon Hickman, Cfp®
What company does Canon Hickman, Cfp® work for?
Canon Hickman, Cfp® works for Equity Concepts Llc
What is Canon Hickman, Cfp®'s role at the current company?
Canon Hickman, Cfp®'s current role is 2023 FORBES Best In State Advisor.
What is Canon Hickman, Cfp®'s email address?
Canon Hickman, Cfp®'s email address is ca****@****eos.org
What is Canon Hickman, Cfp®'s direct phone number?
Canon Hickman, Cfp®'s direct phone number is +180428*****
What schools did Canon Hickman, Cfp® attend?
Canon Hickman, Cfp® attended University Of Virginia.
What skills is Canon Hickman, Cfp® known for?
Canon Hickman, Cfp® has skills like Portfolio Management, Alternative Investments, Risk Management, Strategic Financial Planning, Endowment Funds, Trusts.
Who are Canon Hickman, Cfp®'s colleagues?
Canon Hickman, Cfp®'s colleagues are Rhonda Dole, Pam Houck, Anya Campbell, Dale Wright, Barbara R., Alex Thompson, Gayton Deacons.
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