Wickham Financial & Insurance Services

Wickham Financial & Insurance Services (CRD# 307299) is a financial advisory firm headquartered in Marietta, GA. They manage $144,405,158 in 693 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
331 Washington Avenue Ne, Marietta, GA 30060
https://www.facebook.com/wickhamservices
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $208,377
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, TX

Financial Advisors at Wickham Financial & Insurance Services
Showing 1 - 2 of 2 top financial advisors.
1
Michael Beecher, financial advisor Marietta GA
Michael B. Beecher
CRD#: 3041464
331 Washington Avenue Ne, Marietta, GA 30060

Michael Beecher (CRD# 3041464) is an Investment Advisor Representative working at Wickham Financial & Insurance Services in Marietta, GA and has over 23 years of experience in the finance industry.

2
Graham Wickham, financial advisor Marietta GA
Graham S. Wickham
CRD#: 2508545
331 Washington Avenue Ne, Marietta, GA 30060

Graham Wickham (CRD# 2508545) is an Investment Advisor Representative working at Wickham Financial & Insurance Services in Marietta, GA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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