Invested Better
Unclaimed

Unclaimed

Unclaimed

George Richard Brickley

Benefit Fiduciary Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you George? Claim Your Profile

About George Richard Brickley

George Richard Brickley is an Investment Advisor Representative at Benefit Fiduciary Group LLC. George has been in the industry for over 30 years. George's experience includes working with various firms, including KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC, USI SECURITIES, INC, WATERSTONE FINANCIAL GROUP, INC, MUTUAL OF AMERICA SECURITIES CORPORATION, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, and MIMLIC SALES CORPORATION. George holds Series 6, 63, and 65 licenses. George specializes in providing investment advice and financial planning services to individuals and pension plans.

Firm Information

George Brickley is currently registered with Benefit Fiduciary Group LLC. Benefit Fiduciary Group LLC is a registered investment adviser headquartered in Richmond, VA. The firm has 2 licensed agents and 2 investment adviser representatives, managing approximately $466,610,623 in regulatory assets under management. The firm primarily provides investment advisory services to pension and profit-sharing plans, with a focus on portfolio management for individuals and pension consulting.
Benefit Fiduciary Group LLC

6802 PARAGON PLACE

RICHMOND, VA 23230

$466.61M

Assets Under Management

Not reported

Total Clients

2

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

George Brickley’s Registration & Firm History

VA

11/18/2020 - Present

Benefit Fiduciary Group LLC (RICHMOND VA)

VA

08/27/2014 - 12/05/2019

KESTRA INVESTMENT SERVICES, LLC (RICHMOND VA)

VA

02/15/2011 - 08/29/2014

FINANCIAL TELESIS INC (RICHMOND VA)

VA

01/03/2008 - 02/03/2011

USI SECURITIES, INC. (GLEN ALLEN VA)

VA

05/05/1998 - 12/31/2007

WATERSTONE FINANCIAL GROUP, INC. (RICHMOND VA)

NY

11/26/1996 - 05/17/1998

MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)

NY

12/22/1993 - 05/17/1998

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)

MN

10/08/1992 - 12/31/1993

MIMLIC SALES CORPORATION (ST. PAUL MN)

Not sure if George Richard Brickley is right for you?

Licenses & Designations

IA

Issued 09/23/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Richard Brickley.
Not sure if George Richard Brickley is right for you?