David Bickler, financial advisor Charlotte NC

David Bickler

CRD Number: 1677050
Current Firm: Prudential Financial Planning Services

David Bickler (CRD# 1677050) is an Investment Advisor Representative working at Prudential Financial Planning Services in Charlotte, NC and has over 36 years of experience in the finance industry.

Similar Advisors
Jason Moore, financial advisor Charlotte NC
Jason N. Moore
CRD# 5182920
Moore Investment Partners, LLC
Similar Advisors
Scott Biedrycki, financial advisor Charlotte NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Professional Designations
Company Name Location Dates Years
Prudential Insurance Company Of America Greensboro, NC Mar 2021 - Current 3
Pruco Securities, LLC Greensboro, NC Mar 2021 - Current 3
Mml Investors Services, LLC High Point, NC Mar 2017 - Feb 2021 3
Mass Mutual High Point, NC Jul 2016 - Feb 2021 4
Metlife Securities Inc. Winston-salem, NC Aug 2002 - Mar 2017 14
Metropolitan Life Insurance Company Winston-salem, NC Aug 2002 - Mar 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for David W. Bickler
Phone Number: 800-235-7637
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from David Bickler and other advisors.
BADGES

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.