Unclaimed Profile

Spencer Norman Betts

BICKLING FINANCIAL SERVICES, INC.·LEXINGTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOCFPClean record21 years registeredBICKLING FINANCIAL SERVICES, INC.

35 BEDFORD STREET, LEXINGTON, MA 02420CRD# 4285560Firm CRD# 128544

Profile Verification

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

Identity

Spencer Norman Betts · LEXINGTON, MA

Registration

CRD #4285560 · BICKLING FINANCIAL SERVICES, INC. · 21 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

LPL FINANCIAL LLC

Jan 2006 – Oct 2020

LEXINGTON, MA

BICKLING FINANCIAL SERVICES, INC.

Jun 2005 – Apr 2023

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · June 24, 2005

Years registered · 21

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

Speak with Spencer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Spencer is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Spencer Norman Betts offer?

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

What are Spencer Norman Betts's credentials?

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

Where is Spencer Norman Betts located?

Spencer Norman 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 Spencer Norman Betts charge for services?

Spencer Norman 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 →