JB
JB

James Bicknell

27 Years of Experience
Fairfield, IA
Broker

James Bicknell is a registered investment advisor, based in Fairfield, IA, with 27 years of industry experience.

Location

1776 Pleasant Plain Rd, Fairfield, IA, 52556

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

James works as an administrative representative of a Registered Investment Advisor (RIA). This investment-related activity takes about half of his time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2016 - Present · 10 yrs 5 mos
Cambridge Investment Research, INC.
February 2016 - Present · 10 yrs 5 mos
Cambridge Investment Research Advisors, INC.
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Kelbra Securities, LLCBroker
June 2003 - March 2009 · 5 yrs 9 mos
Beacon Hill LTD. CO
September 2002 - July 2012 · 9 yrs 10 mos
Sendero Capital Management, INC.
September 2002 - September 2002 · 0 mos
Cambridge Investment Research, INC.Broker
August 1999 - June 2003 · 3 yrs 10 mos
Raymond James Financial Services, INC.Broker
January 1999 - August 1999 · 7 mos
Forum Financial Services, INC.Broker
November 1998 - December 1998 · 1 mo
State Registrations1 state
IA
Advisor

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.

Exams
No exam information available for this advisor.
James Bicknell - Financial Advisor | TrueAdvisor