Betty Brick, financial advisor Newtown PA

Betty Brick

CRD Number: 2407824
Current Firm: Brick & Kyle Associates Inc.

Betty Brick (CRD# 2407824) is an Investment Advisor Representative working at Brick & Kyle Associates Inc. in Newtown, PA and has over 30 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Coastal Equities, Inc. Wilmington, DE Jan 2014 - Current 10
Brick & Kyle Assoc. Ria Newtown, PA Dec 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Betty D. Brick
Phone Number: 215-493-8787
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    398
    MILLIONS
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $1,162,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, GA, NC, NJ, NY, PA

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