Gregory Bricker (CRD# 6436423) is an Investment Advisor Representative working at Bricker Financial Planning in East Liverpool, OH and has 1 year of experience in the finance industry. Gregory Bricker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 6029665
Qualified Planning
Company Name | Location | Dates | Years |
---|---|---|---|
City Of East Liverpool | East Liverpool, OH | Jan 2020 - Current | 4 |
Bricker Financial Planning, LLC | East Liverpool, OH | Jan 2018 - Current | 6 |
Sunny Weather, Llc Dba Gregory T. Bricker, Cpa | East Liverpool, OH | Sep 2015 - Current | 8 |
Dinuzzo Index Advisors, Inc. | Beaver, PA | Nov 2015 - Nov 2017 | 2 |
Select Financial Group, LLC | Carnegie, PA | Jan 2015 - Nov 2015 | < 1 |
Hill, Barth, & King | Pittsburgh, PA | Aug 2012 - Dec 2014 | 2 |
- OH
- PA
- WV
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OH, PA, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.