Danny Lynn Bickerstaff

Current Employers

Employment History

• 06/2025 → Present
  Capital Investment Advisory Services Llc
  Raleigh, NC
• 02/2012 → Present
  Retirement Education Partners
  Jasper, TX
• 04/2025 → Present
  Senior Benefits Advisors Llc
  Jasper, TX

Other Businesses

1) RETIREMENT EDUCATION PARTNERS, INC.; 516 S. WHEELER ST, JASPER, TX 75951; INSURANCE AND ANNUITY SALES; AGENT/OWNER; CEO; OVERSEE DAILY OPERATIONS, MANAGE STAFF AND SERVE AS AN INSURANCE AGENT PROVIDING LIFE AND ANNUITY POLICIES; START 02/15/2012; 80 HRS/MON; 4 HRS DURING NORMAL TRADING HRS; NON INVESTMENT RELATED. 2) BICKERSTAFF HOLDINGS, LLC; 215 E WATER ST, JASPER, TX 75951; OWN AND CONTROL SUBSIDIARY COMPANIES; CO-OWNER; PRESIDENT; SERVE AS CO-OWNER AND PRESIDENT;MANAGE FINANCIALS; START 10/25/2017; 5 HRS/MON; 0 HRS DURING NORMAL TRADING HRS; NON INVESTMENT RELATED. 3) BICKERSTAFF INVESTMENT GROUP, LLC, 516 S WHEELER ST, JASPER, TX 75951; INVESTMENT ADVISORY SERVICES; AGENGT/CO-OWNER;CEO; SERVE AS CO-OWNER AND CEO; OVERSEE DAILY OPERATION. MANAGE STAFF AND SERVE AS FIANCIAL ADVISOR; START 06/01/2025; 80 HRS/MON; 6 HRS DURING NORMAL TRADING HRS; INVESTMENT RELATED. 4) SENIOR BENEFITS ADVISORS, LLC, 516 S WHEELER ST, JASPER, TX 75951; INSURANCE AND MEDICARE SALES; AGENT/CO-OWNER; CEO;OVERSEE THE FINANCIAL ASPECTS OF THIS BUSINESS. RESPONSIBLE FOR PROCESSING BILL PAYMENTS AND POSSESS CHECK WRITING PRIVILEGES; START 04/02/2025; 12 HRS/ MON; 4 HRS/MON DURING NORMAL TRADING HOURS. NON INVESTMENT RELATED. 5) POA FOR REBE BICKERSTAFF, MOTHER, 516 S WHEELER ST, JASPER, TX 75951; POA FOR MOTHER; RESPONSIBLE FOR MANAGING MOTHER'S FINANCIAL AND MEDICAL AFFAIRS; START 11/2022; 20 HRS/MON WITH 0 HRS DURING NORMAL TRADING HRS; INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-02