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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Austin Bickmore is an investment advisor representative who is registered with the Securities and Exchange Commission (SEC) and the state of Georgia. Joel Bickmore has been in the industry for more than 16 years and has experience with Newedge Advisors, Truist Investment Services, Inc., Synovus Securities, Inc., and VALIC Financial Advisors, Inc. Joel Bickmore holds the Series 66 and Series 7 licenses. Joel Bickmore is currently employed by Newedge Advisors, LLC. Joel Bickmore provides investment advisory services through Newedge Advisors, LLC, an independent investment advisor firm. Newedge Advisors, LLC is a Registered Investment Advisor Hybrid. Joel Bickmore has over 14,000 clients, over $18 billion in assets under management and specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
GA
05/16/2023 - Present
Newedge Advisors (St. Simons Island GA)
GA
05/16/2023 - 03/04/2024
LPL FINANCIAL LLC (ST.SIMONS ISLAND GA)
GA
09/23/2016 - 05/17/2023
TRUIST INVESTMENT SERVICES, INC. (SAINT SIMONS ISLAND GA)
GA
08/03/2009 - 09/27/2016
SYNOVUS SECURITIES, INC. (ST. SIMONS ISLAND GA)
TX
06/15/2006 - 08/06/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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