Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Biddle has been a Registered Investment Advisor in Delaware for over 25 years. His career started in 1992 with American Express Financial Advisors Inc., and he has worked at various companies including IDS Life Insurance Company, PML Securities Company, Mariner Financial Services, Inc., Royal Alliance Associates, Inc., and Comprehensive Asset Management and Servicing, Inc. Since 2024, George has been providing advisory services at Shepherd Financial Investment Advisory LLC. Currently, George is registered in Delaware, Pennsylvania, and South Carolina, and he is a Registered Representative with BCM Wealth Management. George also serves as a board member for St. Anne's School and is a member of the endowment committee.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fee based insurance; wealth planning
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.
A percentage of the total value of assets under management is charged.
A percentage of plan assets
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2
DE
11/06/2023 - Present
BCM Wealth Management (WILMINGTON DE)
NJ
03/15/2002 - 07/08/2002
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
AZ
07/29/1997 - 05/10/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
03/22/1996 - 07/24/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
DE
03/16/1993 - 02/05/1996
PML SECURITIES COMPANY (NEWARK DE)
MN
11/24/1992 - 02/23/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/24/1992 - 02/23/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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