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Gary Bickham

Citizens Securities, Inc.

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About Gary Bickham

Gary Bickham is a financial professional with over 28 years of experience in the financial services industry. Gary is currently registered with Citizens Securities, Inc. Gary has been a registered representative with the firm since January 2022. Gary is also registered as an Investment Advisor Representative in all states except Texas. Gary's prior experience includes positions with The Vanguard Group Inc, PFS Investments Inc., PNC Investments, M&T Securities, Inc., and others. Gary holds a Series 7, Series 26, Series 63, and Series 65 licenses and has experience in various investment areas, including portfolio management for individuals.

Firm Information

Gary Bickham is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Bickham’s Registration & Firm History

PA

01/31/2022 - Present

Citizens Securities, Inc. (CONSHOHOCKEN PA)

PA

05/10/2021 - 02/01/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

03/15/2018 - 02/05/2020

PFS INVESTMENTS INC. (CONSHOHOCKEN PA)

PA

08/19/2014 - 03/28/2016

PNC INVESTMENTS (KING OF PRUSSIA PA)

PA

06/17/1996 - 11/13/2012

M&T SECURITIES, INC. (GLENOLDEN PA)

NA

09/27/1994 - 07/08/1996

CHEMICAL INVESTMENT SERVICES CORP.

NY

02/02/1993 - 09/20/1994

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NJ

05/10/1990 - 01/17/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/10/1990 - 01/17/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NY

08/30/1989 - 03/20/1990

BEST INVESTORS GROUP, INC. (HAUPPAUGE NY)

FL

03/13/1989 - 05/31/1989

F.S.G. FINANCIAL SERVICES GROUP, INC. (MIAMI BEACH FL)

NA

08/18/1987 - 03/10/1989

INVESTORS CENTER, INC.

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Licenses & Designations

IA

Issued 03/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Bickham.
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