Brian
Bickford

Axa Advisors, LLC

CRD#5591929
Investment Advisor
in San Diego, CA
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About this Advisor

Brian Bickford is a financial advisor whose office is in San Diego, California. Currently a registered investment advisor with Axa Advisors, LLC, they have gathered 15 years of work experience. Bickford holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Bickford is registered to work with customers in California, Texas and Montana. Throughout their career, they have worked at Sears Holdings and Axa Advisors, LLC. Axa Advisors, LLC is headquartered in San Diego, California, and operates out of 844 other offices in the nation. As an advisor firm, Axa Advisors, LLC manages $15 billion in assets throughout 52,116 client accounts and retains more than 5,774 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 8,811 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 34% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Axa Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4370 La Jolla Village Dr. Suite 400
San Diego, CA 92122

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

CA Average: $7,464,549,021
Total Number of Employees

5,930

CA Average: 88
Total Number of Accounts

53,005

CA Average: 3,892
Average Account Size

$276,786

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Bickford Work History

Brian has 15 years of experience.

2009 - Present (10 years)

Axa Advisors, LLC

2003 - 2009 (6 years)

Sears Holdings

Disclosures

Brian Bickford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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