Spencer Betts, Cfp® Email & Phone Number

For a list of states in which I am registered to do business, please visit my web site www.bickling.com.

A great deal of legal responsibilities come with operating a retirement plan. Having a professional focused on the fiduciary concerns of the owners will help ensure that the plan runs within the legal guidelines. Spencer minimizes the stress of fiduciary compliance for his corporate clients. He does this by taking a proactive role in making sure annual reviews, employee education, and fiduciary updates are done on a regular basis. Spencer earned his B.S. in Physics from Old Dominion University, his Certified Financial Planner designation 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 held with Hightower securities. Spencer Betts is a registered representative with Hightower Securities and is a licensed insurance agent held. Bickling Financial Services, Inc. ("Bickling") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Bickling provides investment advisory and related services for clients nationally. Bickling will maintain all applicable registration and licenses as required by the various states in which Bickling conducts business, as applicable. Bickling renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Hightower Securities, Member FINRA/SIPCFor a list of states in which I am registered to do business, please visit www.bickling.com.

B.S., Physics

Education record