Kathryn W. Bickford
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kathryn Wishtischin Bickford, CFP®, who also goes by Kathryn Nancy Bickford, Kay Wishtischin, was a registered financial professional .
Kathryn is a previously registered financial professional and started their career in finance in 1984. Kathryn had worked at 7 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1990
Experience
November 13, 2006 - April 25, 2022
TRINITY ADVISORS, LLC
December 6, 2002 - October 14, 2003
TONGE INVESTMENTS
September 3, 1997 - April 4, 2003
BICKFORD FINANCIAL & INVESTMENT SERVICES INC
February 25, 1988 - May 10, 1999
MAIN STREET MANAGEMENT COMPANY
October 24, 1986 - March 11, 1988
COMMONWEALTH FINANCIAL NETWORK
August 3, 1984 - October 28, 1986
SIGNATOR INVESTORS, INC.
August 3, 1984 - November 4, 1986
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRINITY ADVISORS, LLC
CRD#: 141004 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 1,095,312 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
