Jeffery Bickel
Jeffery Bickel is a registered investment advisor at LPL Financial LLC, based in Newnan, GA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Newnan, GA
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Regulatory History (1)
Customer Dispute
July 2025Other Business ActivitiesSells Insurance
Jeffery operates Bickel Investment Advisors LLC and RBM Wealth Management Group, LLC as DBAs for his LPL business, dedicating full-time and about a quarter of his time respectively. He also engages in non-variable insurance sales through Bickel Insurance Sales, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations8 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.