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Joel David Ticknor

ATHERTON CONSULTING INC.·RESTON, Virginia
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12040 SOUTH LAKES DRIVE, RESTON, VA 20191-1236CRD# 1736169Firm CRD# 133114
01

About

Joel David Ticknor is a registered financial advisor based in RESTON, Virginia, affiliated with ATHERTON CONSULTING 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
CLEARLOGIC FINANCIAL, INC.
CLEARLOGIC FINANCIAL, INC.
AUM
$425M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CLEARLOGIC FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1736169
Firm CRD# 133114
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel David Ticknor offer?
Joel David Ticknor specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.
What are Joel David Ticknor's credentials?
Joel David Ticknor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel David Ticknor located?
Joel David Ticknor is based in RESTON, Virginia, working with ATHERTON CONSULTING INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Joel David Ticknor charge for services?
Joel David Ticknor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATHERTON CONSULTING INC.?
ATHERTON CONSULTING INC. has approximately 8 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATHERTON CONSULTING INC.

Kevin Bruce Lozer
RESTON, VA
Dorothy Connor Atherton
RESTON, VA
Stephanie Screen Murphy
RESTON, VA

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