Unclaimed Profile

Andrew Harrison Betts

BICKLING FINANCIAL SERVICES, INC.·LEXINGTON, Massachusetts

SIE, Series 7, Series 63, Series 65CFPClean record18 years registeredBICKLING FINANCIAL SERVICES, INC.

35 BEDFORD STREET, LEXINGTON, MA 02420CRD# 5416586Firm CRD# 128544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Harrison Betts · LEXINGTON, MA

Registration

CRD #5416586 · BICKLING FINANCIAL SERVICES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Apr 2023 – present

HIGHTOWER SECURITIES, LLC

Mar 2023 – present

DIETZ & LYNCH CAPITAL

Oct 2013 – Dec 2014

LEXINGTON, MA

BICKLING FINANCIAL SERVICES, INC.

Sep 2009 – Apr 2023

LEXINGTON, MA

LPL FINANCIAL LLC

Apr 2008 – Oct 2020

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 2, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BICKLING FINANCIAL SERVICES, INC.

CRD 128544 · SEC 801-81187

AUM

$735M

Regulatory assets under management

Employees

3,440 client accounts

Services offered by BICKLING FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BICKLING FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Harrison Betts offer?

Andrew Harrison Betts specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Andrew Harrison Betts's credentials?

Andrew Harrison Betts holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Harrison Betts located?

Andrew Harrison Betts is based in LEXINGTON, Massachusetts, working with BICKLING FINANCIAL SERVICES, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Andrew Harrison Betts charge for services?

Andrew Harrison Betts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BICKLING FINANCIAL SERVICES, INC.?

BICKLING FINANCIAL SERVICES, INC. has approximately 13 employees and manages $735M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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