Unclaimed Profile

Dorothy Inez Bickling

BICKLING FINANCIAL SERVICES, INC.·LEXINGTON, Massachusetts

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 63, Series 65CFPClean record34 years registeredBICKLING FINANCIAL SERVICES, INC.

35 BEDFORD STREET, LEXINGTON, MA 02420CRD# 1300690Firm CRD# 128544

Profile Verification

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

Identity

Dorothy Inez Bickling · LEXINGTON, MA

Registration

CRD #1300690 · BICKLING FINANCIAL SERVICES, INC. · 34 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Apr 2023 – present

HIGHTOWER SECURITIES, LLC

Mar 2023 – present

BICKLING FINANCIAL SERVICES, INC.

Mar 2005 – Apr 2023

LEXINGTON, MA

LPL FINANCIAL LLC

Feb 1992 – Oct 2015

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · February 13, 1992

Years registered · 34

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 Dorothy Inez Bickling offer?

Dorothy Inez Bickling specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Dorothy Inez Bickling's credentials?

Dorothy Inez Bickling holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dorothy Inez Bickling located?

Dorothy Inez Bickling 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 Dorothy Inez Bickling charge for services?

Dorothy Inez Bickling'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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