Gregory Bricker (CRD# 6436423) is an Investment Advisor Representative working at Bricker Financial Planning in East Liverpool, OH and has 1 year of experience in the finance industry. Gregory Bricker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 6029665
Qualified Planning
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City Of East Liverpool | East Liverpool, OH | Jan 2020 - Current | 4 |
| Bricker Financial Planning, LLC | East Liverpool, OH | Jan 2018 - Current | 6 |
| Sunny Weather, Llc Dba Gregory T. Bricker, Cpa | East Liverpool, OH | Sep 2015 - Current | 8 |
| Dinuzzo Index Advisors, Inc. | Beaver, PA | Nov 2015 - Nov 2017 | 2 |
| Select Financial Group, LLC | Carnegie, PA | Jan 2015 - Nov 2015 | < 1 |
| Hill, Barth, & King | Pittsburgh, PA | Aug 2012 - Dec 2014 | 2 |
- OH
- PA
- WV
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH, PA, WV
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