Wells Fargo Advisors
47yrs
Top advisor by experience in Conshohocken
39yrs
Gary Bickham
Financial advisor at Citizens Securities
Gary Bickham has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Conshohocken, Pennsylvania. Gary has been with Citizens Securities since 2022; before that, Gary spent two years at Primerica Advisors and two years at PNC Wealth Management. Citizens Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 451 advisors with offices in Conshohocken, and one of 409 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 1% by experience at Citizens Securities
Office300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10, Conshohocken, PA 19428
How the firm is paid ?Percent of assets
Typical client at the firm ?$208,871
Advisors at the firm783
States licensed ?2 states
Services through Citizens Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowCitizens Securities, Inc.Current firm
- Mar 2018 – Feb 2020PFS Investments Inc.Previously
- Aug 2014 – Mar 2016PNC Wealth Management LLCPreviously
Contact Gary
300 Barr Harbor Drive, Suite 450 Mailstop: Pabh10Conshohocken, PA 19428Office · Get directions Firm main line(800) 942-8300Headquarters: Citizens Securities · Johnston, RI Facebook pageCitizens Securities
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Questions to ask Gary
Tailored to Gary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gary
How do I contact Gary?
Call Citizens Securities at (800) 942-8300 and ask for Gary Bickham. Gary works from the Conshohocken, PA office.
How long has Gary been a financial advisor?
Gary has been in the industry since 1987, about 39 years. Top 1% by experience at Citizens Securities.
What licenses does Gary hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
Citizens Securities reports being paid by a percentage of the assets they manage. Ask Gary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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