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Jeffery Bickel

LPL Financial LLC
18 Years of Experience
Newnan, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffery Bickel is a registered investment advisor at LPL Financial LLC, based in Newnan, GA, with 18 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Newnan, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
December 2020 - Present · 5 yrs 10 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2017 - December 2020 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2017 - December 2020 · 3 yrs 1 mo
Bb&t Investment Services, INC.
May 2012 - November 2017 · 5 yrs 6 mos
Bb&t Investment Services, INC.Broker
May 2012 - November 2017 · 5 yrs 6 mos
Park Avenue Securities LLC
October 2011 - April 2012 · 6 mos
Park Avenue Securities LLCBroker
May 2011 - April 2012 · 11 mos
Banc of America Investment Services, INC.
July 2004 - October 2005 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
July 2004 - October 2005 · 1 yr 3 mos
Waddell & Reed, INC.
February 2003 - September 2003 · 7 mos
Waddell & Reed, INC.Broker
April 2002 - September 2003 · 1 yr 5 mos
State Registrations9 states
ALARCOFLGANHOHTXVA
AdvisorBrokerBoth

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.
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