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Spencer Norman Betts

BICKLING FINANCIAL SERVICES, INC.·LEXINGTON, Massachusetts
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35 BEDFORD STREET, LEXINGTON, MA 02420CRD# 4285560Firm CRD# 128544
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About

Spencer Norman 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
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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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4285560
Firm CRD# 128544
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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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
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