wiseradvisor

Spencer Betts
Bickling Financial Services, Inc

Tel: (781) 862-9792
35 Bedford Street
Suite 15
Lexington, MA 02420

To build and preserve wealth for our clients

Bickling Financial Services, Inc | Financial Advisor in Lexington ,MA


About Bickling Financial Services, Inc

Bickling Financial Services, Inc., was founded in 1984 by Dorothy Bickling. At the inception of Bickling Financial Services Dorothy set the priorities of the firm:

- to provide advice with the best interest of the clients as the primary consideration

- to make sure that clients understand their investment options

- to provide sage, objective counsel supporting each client's financial decisions

Dorothy and her sons, Spencer Betts and Andrew Betts, have more than 50 years of combined experience. We are proud of our multi-generational heritage and plan on extending it into the future.


General Information

Firm Start Year:   1986
No.of Employees:   5-9
Insurance License#:   1771316
Name of Broker/Dealer:   LPL Financial Services
Name of Custodial Firm:   LPL Financial Services
States Licensed in:   CA, CO, CT, FL, IL, LA, MA, ME, NC, NE, NH, NJ, NM, NY, OH, OK, PA, RI, SC, VA, VT, WA
Number of Years with Current Firm:   20
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, At my office, Via phone, Video Conference, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life
Financial Organization Memberships:   Paladin Registry
Non-Financial Organization Memberships:   Rotary Club of Lexington


Firm Information

Firm's Number of Clients:   450
Assets Managed by Firm:   200,000
Assets Managed by Advisor:   200,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Commissions, Based on Assets
Fee % Based on Assets:   90
Additional Details on Charges:   Where ever possible when managing assets we are fee based. There are a few products that we use that are commissioned based. We are flat fee for our financial planning services.


Board Positions

Organization:  CFP(R) Board
Position :  CFP(R) Board Ambassador
Duration :  2016-Currently holding


Education

BS - Physics  Old Dominion
- 1997



Faqs

  • What services do you provide? What are your specialties? We are a full service financial planning and investment management firm. We do individual financial planning for a fee. We also manage client's assets as a separate contract also for a fee.
  • What is your experience? How many clients do you currently manage? I started in the practice in September of 2000. I currently work with around 75 families.

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor and separate entity from LPL Financial

Spencer Betts

Spencer Betts

CERTIFIED FINANCIAL PLANNER" Certificant, CFP®, AIF®

Spencer Betts is a financial consultant with Bickling Financial Services in Lexington, Massachusetts. Spencer started with Bickling Financial Services, Inc., in 2000. He is a CERTIFIED FINANCIAL PLANNERS" and an Accredited Investment Fiduciary". Starting in 2015 Spencer became a CFP® Board Ambassador. In this role Spencer helps the Board spread it message of financial education, the financial planning process and the need for financial planning education.

Spencer earned his B.S. in Physics from Old Dominion University, his designation CERTIFIED FINANCIAL PLANNERS" from the College for Financial Planning and his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He holds series 6, 7, 63 and 24 securities registrations through PKS Investments and also holds an insurance producer license. As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. He lives in Bedford with his wife, Jessica, and two small children, Taylor and Ryan.

Spencer Betts is a registered representative with PKS Investments and an Investment Advisor Representative with Bickling Financial Services, Inc., a registered investment advisor and is a and is a licensed insurance agent.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Acton Andover
Bedford Billerica
Boston Boxborough
Cambridge Carlisle
Chelmsford Concord
Danvers Groton
Harvard Lincoln
Littleton Lowell
Maynard Nashua
North Billerica North Chelmsford
North Reading Stow
Sudbury Wakefield
Walpole Waltham
Wayland Westford
Winchester Woburn

Compensation Arrangements

Check

News & Events

Spencer quoted in USA today
When: 06/20/2018
Details:Here is an article from USA Today that Spencer was quoted. ...more


Spencer Quoted in the Boston Globe
When: 05/26/2019 |
Location: Boston Globe
Details: Article in the Boston Globe from Sunday May 26, 2019. ...more

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