Andrew Harrison Betts

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2007 → 03/2023
  Lpl Financial Llc
  Lexington, MA
• 08/2007 → 03/2023
  Bickling Financial Services, Inc.
  Lexington, MA
• 09/2020 → 03/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2023 → Present
  Hightower
  Chicago, IL

Previous Registrations

• 2009-09-14 → 2023-04-21
  Bickling Financial Services, Inc.
  Lexington, MA
• 2008-04-02 → 2020-10-21
  Lpl Financial Llc
  Lexington, MA
  South Easton, MA
• 2013-10-22 → 2014-12-31
  Dietz & Lynch Capital
  Lexington, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-20
• S63 Uniform Securities Agent State Law Examination
  2007-10-30

Designations

• Certified Financial Planner