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Michael B Beecher

Wickham Financial & Insurance Services

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About Michael B Beecher

Michael Beecher is a registered Investment Advisor Representative in Georgia, and is associated with Wickham Financial & Insurance Services. Michael has worked in the securities industry since 2000. Michael has experience with firms such as Carter, Terry & Company, Inc. and Centaurus Financial, Inc. Michael has obtained the following licenses: Series 66, Series 7, and SIE. Michael holds the following specializations: Asset Allocation, Mutual Funds and Retirement Planning.

Firm Information

Michael Beecher is currently registered with Wickham Financial & Insurance Services. Wickham Financial & Insurance Services is a financial advisor registered with the SEC and located in MARIETTA, GA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages $144.4 million in assets and has 3 licensed agents, 2 investment advisor representatives, and 2 investment advisory functions. Wickham Financial & Insurance Services has a strong online presence with websites, social media profiles, and a YouTube channel.
Wickham Financial & Insurance Services

331 WASHINGTON AVENUE NE

MARIETTA, GA 30060

$144.41M

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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percentage of assets

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

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Michael Beecher’s Registration & Firm History

GA

03/05/2020 - Present

Wickham Financial & Insurance Services (MARIETTA GA)

GA

10/08/2015 - 03/18/2020

CARTER, TERRY & COMPANY, INC. (ATLANTA GA)

GA

03/23/2015 - 10/08/2015

CENTAURUS FINANCIAL, INC. (ATLANTA GA)

GA

01/26/2010 - 03/23/2015

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

GA

07/21/2009 - 12/09/2009

NEW ENGLAND SECURITIES (ALPHARETTA GA)

GA

12/23/2008 - 05/04/2009

THOMAS GROUP CAPITAL (ATLANTA GA)

GA

10/20/2005 - 12/22/2008

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

NY

04/28/2000 - 10/18/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 11/20/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael B Beecher.
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