Jeffery Ryan Bickel

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 02/2017
  Bb&T Investment Services, Inc.
  Newnan, GA
• 02/2017 → 11/2017
  Bb&T
  Newnan, GA
• 02/2017 → 11/2017
  Bbtis
  Charlotte, NC
• 11/2017 → 12/2020
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 12/2020 → Present
  Lpl Financial, Llc
  Newnan, GA

Previous Registrations

• 2017-11-20 → 2020-12-22
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Newnan, GA
  Newnan, GA
  Newnan, GA
• 2012-05-16 → 2017-11-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Newnan, GA
  Lagrange, GA
  Duluth, GA
  Griffin, GA
  Peachtree City, GA
  Bowdon, GA
  Newnan, GA
• 2011-10-14 → 2012-04-04
  Park Avenue Securities Llc
  Tyrone, GA
• 2004-07-08 → 2005-10-06
  Banc Of America Investment Services, Inc.
  Newnan, GA
• 2003-02-10 → 2003-09-11
  Waddell & Reed
  Atlanta, GA

Other Businesses

1. 9/21/2021 - Bickel Investment Advisors - DBA: Bickel Investment Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2021 - 160 Hrs/Mth - 160 Hrs During Trading. 2. 12/21/2021 - RBM Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/20/2021 - 40 Hrs/Mth - 40 Hrs During Trading. 3. 03/01/2023 - Bickel Insurance Sales - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 11/16/2022 - 10 Hours Per Month/1 Hours During Securities Trading 4) 07/17/2025 - RBM Wealth Management Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:06/27/2025 - 40 Hrs/Mth - 2 Hrs During Trading. 5) 10/20/2025 - Bull Strategic Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/15/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 6) 10/20/2025 - Bull Strategic Wealth - Investment Related - Non-Variable Insurance - Newnan, GA - Start Date:10/31/2025 - 30 Hrs/Mth - 1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-07
• S65 Uniform Investment Adviser Law Examination
  2002-05-07
• S63 Uniform Securities Agent State Law Examination
  2002-03-26

Other Names

• Ryan Bickel
• J. Ryan Bickel
• Jeffery Ryan Bickel