Unclaimed Profile

Joel David Ticknor

ATHERTON CONSULTING INC.·RESTON, Virginia

Series 6, Series 22, Series 63, Series 65Clean record35 years registeredATHERTON CONSULTING INC.

12040 SOUTH LAKES DRIVE, RESTON, VA 20191-1236CRD# 1736169Firm CRD# 133114

Profile Verification

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

Identity

Joel David Ticknor · RESTON, VA

Registration

CRD #1736169 · ATHERTON CONSULTING INC. · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATHERTON CONSULTING INC.

CLEARLOGIC FINANCIAL, INC.

May 2006 – Dec 2018

RESTON, VA

TICKNOR FINANCIAL, INC.

Aug 1991 – Nov 2004

RESTON, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · August 12, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARLOGIC FINANCIAL, INC.

CRD 133114 · SEC 801-63619

AUM

$425M

Regulatory assets under management

Employees

930 client accounts

Services offered by CLEARLOGIC FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARLOGIC FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Joel David Ticknor offer?

Joel David Ticknor specializes in Financial Planning, Investment Management.

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, last registered with ATHERTON CONSULTING INC..

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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