Lida
Bickford
Fidelity Personal And Workplace Advisors
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About this Advisor
Lida Bickford is a financial advisor working in Warrington, Pennsylvania with a total of 3 years of relevant experience. Bickford is an employee of Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Kermit'S Bake Shoppe, Distrtito, Terra Momo, Bank Of America, N.A and Fidelity Brokerage Services. Bickford maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is registered to serve investors in New Jersey and Pennsylvania. Fidelity Personal And Workplace Advisors is a financial advisory company operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 financial advisors. It oversees $653 billion in total assets across its 1,712,247 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the type of financial services provided. However, fees billed by Fidelity Personal And Workplace Advisors likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Lida Bickford Work History
Lida has been registered as a financial advisor for 3 years.*
Fidelity Brokerage Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Kermit'S Bake Shoppe
Distrtito
Terra Momo
*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 Lida Bickford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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