George Brickley
George Brickley is a registered investment advisor at Benefit Fiduciary Group LLC, based in Richmond, VA, with 32 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 47 clients with $530M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6802 Paragon Place, Suite 126, Richmond, VA, 23230
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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
George is a partner/consultant at Spherient Advisors and an insurance agent at Spherient Insurance since 2018. These activities, which include client acquisition, service, and business operation, take about half of George's time.
Employment History
Current Registrations
Benefit Fiduciary Group LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
Usi Securities, INC.Broker
Waterstone Financial Group, INC.Broker
Mutual of America Securities CorporationBroker
Mutual of America Life Insurance CompanyBroker
Mimlic Sales CorporationBroker
State Registrations1 state
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.