Martin Bicker (CRD# 5597861) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has over 15 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waverley Wealth Management LLC | Mountain View, CA | Jan 2011 - Current | 13 |
| Bicker & Company Cpa's, Inc. | Los Altos, CA | Sep 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- CA
- TX
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts339ACCOUNTS
-
Average Account Value$359,179
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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