RIA Intelligence

BICKLING FINANCIAL SERVICES, INC.

CRD #128544 SEC #801-81187 LEXINGTON, MA 781-862-9792
SEC Registered
Total AUM
$735M
Discretionary
$612.8M
Employees
13
Clients
1
Accounts
3,440

Firm Details

Organization Type
Corporation
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2023
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, ANDREW, HARRISONIINVESTMENT ADVISER REPRSENTATIVENA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BETTS, SPENCER, NORMANICHIEF COMPLIANCE OFFICERNA Control
BICKLING, DOROTHY, INEZIPRESIDENTNA Control
BICKLING, DOROTHY, INEZIPRESIDENTNA Control
BICKLING, DOROTHY, INEZIPRESIDENTNA Control
BICKLING, DOROTHY, INEZIPRESIDENTNA Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BICKLING, DOROTHY, INEZIOWNERE Control
BETTS, ANDREW, HARRISONIOWNER AND CHIEF FINANCIAL OFFICERD Control
BETTS, ANDREW, HARRISONIOWNER AND CHIEF FINANCIAL OFFICERD Control
BETTS, ANDREW, HARRISONIOWNER AND CHIEF FINANCIAL OFFICERD Control
BETTS, ANDREW, HARRISONIOWNER AND CHIEF FINANCIAL OFFICERD Control
BETTS, SPENCER, NORMANIOWNER, CHIEF COMPLIANCE OFFICERD Control
BETTS, SPENCER, NORMANIOWNER, CHIEF COMPLIANCE OFFICERD Control
BETTS, SPENCER, NORMANIOWNER, CHIEF COMPLIANCE OFFICERD Control
BETTS, SPENCER, NORMANIOWNER, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Mar 20, 2023 REGISTERED

Notice Filings (16)

CA CO CT FL LA MA ME NC NE NH NY PA RI TX VA VT

Address

35 BEDFORD STREET
SUITE 15
LEXINGTON, MA 02420
United States
Phone: 781-862-9792