Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan James Hickingbottom is a financial advisor in Lodi, California with over 20 years of experience in the financial industry. Bryan is registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 66, and Series 24 license. He is also registered as an Investment Advisor Representative in California and Texas. Bryan has held previous positions at National Planning Corporation, American Express Financial Advisors, Inc., IDS Life Insurance Company, VALIC Financial Advisors, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Bryan specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (LODI CA)
CA
01/13/2005 - 01/30/2009
NATIONAL PLANNING CORPORATION (LODI CA)
MN
12/09/2002 - 01/07/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/09/2002 - 01/07/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
12/10/2004 - 12/17/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IN
01/05/2001 - 12/09/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/05/2001 - 12/09/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 01/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Hickingbottom is the right advisor for you? Invested Better is here to help.
