Gary
Bickham

Citizens Securities, Inc

CRD#1694741
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Gary Bickham is a financial advisor based in West Palm Beach, Florida with 1 year of relevant experience. Bickham is currently employed by Citizens Securities, Inc. Their career trajectory has included roles at Pnc Bank, Pnc Investments LLC, Temporarily Retired, Primerica Financial Services, Pfs Investments Inc, First Resource Bank, Sunrise Senior Living, The Vanguard Group Inc, Ask Staffing - Contractor- Rps I & Rps Ii, Ask Staffing-Contractor and Citizens Securities Inc. Bickham maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Citizens Securities, Inc is a company operating out of Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 employees. It has $7 billion in assets under management between its 47,802 accounts, making it one of the biggest firms in the nation by assets under management. The company has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

777 S Flagler Drive Suite #142
West Palm Beach, FL 33401

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

FL Average: $2,813,243,532
Total Number of Employees

613

FL Average: 18
Total Number of Accounts

47,802

FL Average: 609
Average Account Size

$145,605

FL Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Gary Bickham Work History

Gary has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Citizens Securities Inc

2021 - 2022 (1 year)

The Vanguard Group Inc

2020 - 2021 (1 year)

Ask Staffing-Contractor

2019 - 2020 (1 year)

Ask Staffing - Contractor- Rps I & Rps Ii

2018 - 2020 (2 years)

Pfs Investments Inc

2018 - 2018 (< 1 year)

Sunrise Senior Living

2017 - 2020 (3 years)

Primerica Financial Services

2016 - 2017 (1 year)

First Resource Bank

2014 - 2016 (2 years)

Pnc Bank

2014 - 2016 (2 years)

Pnc Investments LLC

2012 - 2014 (2 years)

Temporarily Retired

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Bickham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

Jimmy To
Philadelphia, PA
David Mello
Johnston, RI
Eliza Siradze
Johnston, RI
Jody Mccoy
Westwood, MA
Roberto Rizza
Utica, MI
Kieth Tong
Hudson, NH
David Hudson
Westwood, MA
Donna Failla
Hudson, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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