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Web877-921-6478 ext. 1. Website. Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country. Investment advisor representative of and investment advisory services offered through Hicks Financial Partners, LLC, a Fee-Only registered investment advisor. Tel: (910) FEE-ONLY. WebDana Harvey is a financial advisor working out of Wallingford, Connecticut, who has been in the advisory business for 17 years. ... Tara Hicks is a financial advisor who works in Hickory, North Carolina, with a total of 15 years of financial industry experience. Hicks currently works for Thrivent Investment Management Inc. During their career ... WebSep 14, 2024 · 1. Earn a bachelor's degree. You need a bachelor's degree to become a financial advisor, but it doesn't need to be in a specific major. That said, taking courses in finance, investments, estate ... phil keaggy on youtube