Joel Bickford, financial advisor Sonoma CA

Joel Bickford

CRD Number: 4665051
Current Firm: Bickford Investment Management Services

Joel Bickford (CRD# 4665051) is an Investment Advisor Representative working at Bickford Investment Management Services in Sonoma, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Joel D. Bickford
Phone Number: 707-292-9982
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $2,077,422
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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