David Michael Hicks

Financial advisor at Petersen and Hicks · Campbell, CA

Last updated 2026-10-10

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David Michael Hicks is a financial advisor at Petersen and Hicks in Campbell, CA, CRD 7330579. IAPD registration began 2022-05-27.

Registration

CRD number
7330579
Registration status
Active
IAPD registration
2022-05-27
Industry Experience
4 years
Work Experience
15 years
States registered
CA

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • CFP®

Work history

  • 2020-03 to Present · Petersen and Hicks · Campbell, CA
  • 2018-10 to 2020-02 · Peak Tax and Finance · Campbell, CA
  • 2011-08 to 2020-02 · Department of Veterans Affairs, Va Palo Alto Health Care System · Palo Alto, CA

Current employment

  • Petersen and Hicks · Campbell, CA

SEC IAPD record for David Michael Hicks

About

David Michael Hicks is a CFP® financial advisor at Petersen and Hicks in Campbell, CA. The latest record indicates 4 years of industry experience and 15 years of reported work history. Reported roles include Peak Tax and Finance, Department of Veterans Affairs, Va Palo Alto Health Care System.

SEC disclosures list additional business and community activities: 1) Petersen & Hicks: Non-Cpa Tax Preparation And Planning; 3/1/2020 To Present.

Location

1901 S. Bascom Ave, #1400, Campbell, CA 95008

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Official record

View the official SEC IAPD record

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