AdvisorOS Directory
Claim Profile
AB

Andrew Harrison Betts

BICKLING FINANCIAL SERVICES, INC.·LEXINGTON, Massachusetts
Unclaimed Profile
35 BEDFORD STREET, LEXINGTON, MA 02420CRD# 5416586Firm CRD# 128544
01

About

Andrew Harrison Betts is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with BICKLING FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BICKLING FINANCIAL SERVICES, INC.
BICKLING FINANCIAL SERVICES, INC.
AUM
$735M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BICKLING FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5416586
Firm CRD# 128544
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEXINGTON?

Browse all registered financial advisors in LEXINGTON, Massachusetts or claim this profile if it's yours.

Browse LEXINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LEXINGTON
Alan David Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.Gary Douglas Pomerantz — WINGATE WEALTH ADVISORS, INC.John Casimir Slupski — WINGATE WEALTH ADVISORS, INC.Craig Dickson Moreshead — ALPHA PENSION GROUP, INC.Jonathan Owen Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile