Unclaimed Profile

Betty Deane Brick

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record29 years registeredBRICK & KYLE ASSOCIATES INC

905 MT EYRE RD, NEWTOWN, PA 18940CRD# 2407824Firm CRD# 107771

Profile Verification

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

Identity

Betty Deane Brick · NEWTOWN, PA

Registration

CRD #2407824 · BRICK & KYLE ASSOCIATES INC · 29 years registered

Brand Profile

Not yet started

Career History

BRICK & KYLE ASSOCIATES INC

Feb 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 20, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRICK & KYLE ASSOCIATES INC

CRD 107771 · SEC 801-55370

AUM

$398M

Regulatory assets under management

Employees

342 client accounts

Services offered by BRICK & KYLE ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRICK & KYLE ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Betty Deane Brick offer?

Betty Deane Brick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Betty Deane Brick's credentials?

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

Where is Betty Deane Brick located?

Betty Deane Brick is based in NEWTOWN, Pennsylvania, working with BRICK & KYLE ASSOCIATES INC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Betty Deane Brick charge for services?

Betty Deane Brick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRICK & KYLE ASSOCIATES INC?

BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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