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BICKLING FINANCIAL SERVICES, INC.
BICKLING FINANCIAL SERVICES, INC.
LEXINGTON, Massachusetts
·
3 registered advisors
·
CRD# 128544
SEC# 801-81187
3
781-862-9792
01
Firm Overview
AUM
$735M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BICKLING FINANCIAL SERVICES, INC.
3 registered advisors
Andrew Harrison Betts
LEXINGTON, Massachusetts
CRD# 5416586
Dorothy Inez Bickling
LEXINGTON, Massachusetts
CRD# 1300690
Spencer Norman Betts
LEXINGTON, Massachusetts
CRD# 4285560
05
Office Locations
LEXINGTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. BICKLING FINANCIAL SERVICES, INC. (CRD# 128544) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.