Britian G. Bickley

BICKLEY INVESTMENTS

Macon, GA 31210

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CRD#: 4030541

Professional summary

Britian Greenberry Bickley, who also goes by Britt Greenberry Bickley, is a registered financial advisor currently at BICKLEY INVESTMENTS, LLC located in Macon, Georgia.

Britian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Britian has worked at 8 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Britt Greenberry Bickley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britian Greenberry Bickley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 14, 2023 - Present

BICKLEY INVESTMENTS, LLC

Office #1: 305 Carrick Way, Macon, GA 31210

RIA

CRD#: 326843

Macon, GA

Past

October 16, 2009 - December 9, 2010

BG BICKLEY INVESTMENTS LLC

RIA

CRD#: 151326

MACON, GA

Past

November 18, 2004 - December 31, 2008

TARPON CAPITAL MANAGEMENT, INC

RIA

CRD#: 133296

CHARLESTON, SC

Past

November 17, 2004 - December 15, 2010

TARPON CAPITAL MANAGEMENT, INC

RIA

CRD#: 133296

MACON, GA

Past

November 6, 2003 - November 19, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

AUGUSTA, GA

Past

November 6, 2003 - November 19, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 2, 2003 - August 7, 2003

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

AUGUSTA, GA

Past

April 9, 2003 - August 7, 2003

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 5, 2001 - January 31, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

April 11, 2000 - June 29, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 4, 1999 - April 11, 2000

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(6/14/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/10/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/3/1999

General Securities Representative Examination

Current Firm

BICKLEY INVESTMENTS, LLC

CRD#: 326843 / SEC#:

Georgia

Registered Investment Advisory firm - (6/14/2023 Approved)

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Contact information

Main Address

305 Carrick Way, Macon, GA 31210

Mailing Address

Phone number

(478) 550-8141

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 143,587

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.

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Advisor Monitoring

Firm Stability Insights

Britian G. Bickley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britian Greenberry Bickley's CRS (Customer Relationship Summary).

Certified licenses

Experience

BG BICKLEY INVESTMENTS LLC

TARPON CAPITAL MANAGEMENT, INC

TARPON CAPITAL MANAGEMENT, INC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SUNAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2023

Series 66

Date: 12/10/1999

Series 7

Date: 11/3/1999

Current Firm

BICKLEY INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BICKLEY INVESTMENTS, LLC

TRUST BUT VERIFY

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