Joel Bickmore (CRD# 5108000) is an Investment Advisor Representative working at Newedge Advisors in Saint Simons Island, GA and has over 17 years of experience in the finance industry. Joel Bickmore 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# 3181918
Lpl Financial LLC
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 1799341
North Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | St. Simons Island, GA | May 2023 - Current | < 1 |
| Newedge Advisors, LLC | New Orleans, LA | May 2023 - Current | < 1 |
| Suntrust Investment Services, Inc. | St. Simons Island, GA | Sep 2016 - May 2023 | 6 |
| Coastal Bank Of Georgia A Division Of Synovus Bank | St. Simons Island, GA | May 2011 - Sep 2016 | 5 |
| Synovus Securities Inc. | Macon, GA | Jul 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- GA
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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