Profile
Mr. Benjamin D.
Hicks was previously employed as a Wealth Advisor by Soundmark Wealth Management LLC.
Former positions of Ben Hicks
| Companies | Position | End |
|---|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Portfolio Manager-Equities | 07/05/2024 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance SWM uses a buy and hold strategy, creating client portfolios using diversified, no-load (index), passively managed mutual funds, ETFs and bond funds. The firm does not rely on active management of its clients’ accounts. | Finance |
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