Dorothy Bickling
Dorothy Bickling is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Lexington, MA, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
35 Bedford Street, Suite 15, Lexington, MA, 02420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dorothy is involved with Dorobick Services, Inc. and Weld Greeley, LLC as business entities for tax/investment purposes, dedicating minimal time to each. Dorothy is also an agent for non-variable insurance, including life, health, disability, LTC, and fixed annuities, spending minimal time on this activity.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLC
Hightower Securities, LLCBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bickling Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
USAA Investment Management CompanyBroker
Linsco Financial Group, INC.Broker
Ids Marketing CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.