BIC Group, LLC

Description

Address: 6930 E Chauncey Ln #120, Phoenix, AZ 85054 Phone: (480) 543-1516Category: : Hours: Website: : : : Place name: : : Website: http://bicgroupllc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bic Group LLC Posting publicly on the Web Write a review Reviews Be the first to review

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BIC Group, LLC Employees

Employee
Years
Job
Industry
Scott Montez Scott Montez Scottsdale, Arizona Details
Scott Montez's BIC Group, LLC Experience July 2015 - Present
Job Internal Marketing Associate
Industry Financial Services
Experience
BIC Group, LLC   July 2015 - Present
In-N-Out Burger  July 2012 - June 2015
Arizona State University  August 2014 - May 2015
In-N-Out Burger  April 2008 - May 2010

Skills
Food Safety, Microsoft Excel, Food Industry, Microsoft Office, Food Service, Customer Service, PowerPoint, Food, Microsoft Word, Teamwork, Forecasting, Inventory Management, Public Speaking

Education
Arizona State University   2009 — 2015
Bachelor of Science (BS), Finance, General

Scott Naughton Scott Naughton Houston, Texas Area Details
Scott Naughton's BIC Group, LLC Experience June 2015 - Present
Job Business Development Wholesaler at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC   June 2015 - Present
Universal Financial Consultants  April 2007 - December 2013
Old Mutual Asset Management  January 2006 - April 2007
Security Benefit  January 2004 - January 2006
Transamerica  January 2002 - November 2003
Lincoln Financial Distributors  January 1997 - January 2002
AIM/Invesco   January 1994 - January 1997
New York Life Insurance Company  August 1992 - January 1994

Skills
Mutual Funds, Business Development, Alternative Investments, Fixed Annuities, Financial Services, Financial Advisory, New Business Development, Hedge Funds, Sales Management, Start-ups, Account Management, Executive Management, Private Equity, Due Diligence, Salesforce.com, Solution Selling, Indexed Annuities, Insurance, Finance, Territory Development, Tactical Funds, Wealth Management, Investments, Variable Annuities

Education
Stephen F. Austin State University   1985 — 1989
Bachelor of Arts (B.A.)

Rick Addy Rick Addy Columbia, South Carolina Area Details
Rick Addy's BIC Group, LLC Experience May 2011 - August 2011
Job Business Devlopment
Industry Financial Services
Experience
Great-West Financial  September 2014 - August 2015
Advisors Asset Management  August 2011 - January 2014
BIC Group, LLC   May 2011 - August 2011
Prudential Financial  January 2007 - December 2009
Hartford Financial Services Group  August 2005 - November 2006
BB&T Investment Services  2003 - 2005

Skills
Mutual Funds, Public Speaking, Series 7, Series 63, Unit Investment Trusts, Separately Managed..., Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Relationship Management, Wealth Management, Superior Communications..., Financial Advisory, Financial Services, Equities, Capital Markets, Series 65, Alternative Investments, Retirement Planning, Investments, Portfolio Management, Finance, Retirement, Securities, Investment Advisory, Series 6, 401k, Investment Strategies, FINRA, Fixed Income, Insurance

Education
Furman University   1995 — 1999
Bachelors of Arts, Political Science

James Gurman James Gurman Austin, Texas Area Details
James Gurman's BIC Group, LLC Experience August 2011 - July 2012
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2012 - Present
BIC Group, LLC   August 2011 - July 2012
Curian Capital  November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary   March 2003 - May 2009
Morningstar  2001 - 2003
Van Kampen Investments  2000 - 2001
Hormel Foods  1998 - 2000

Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6

Education
Indiana University Bloomington   1994 — 1998
BS, Marketing

Indiana University Bloomington   1994 — 1998
Bachelor of Science (B.S.), Marketing

Matthew Meade Matthew Meade Richmond, Virginia Area Details
Matthew Meade's BIC Group, LLC Experience February 2014 - Present
Job Vice President at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC   February 2014 - Present
TD Ameritrade  2010 - February 2014
Transamerica Capital  2007 - 2009
Wachovia Securities, LLC  January 2004 - April 2006
Transamerica Capital, Inc.   1998 - 2003

Skills
Series 7, Series 63, Series 24, Series 65, Asset Allocation, Retirement Planning, Mutual Funds

Education
Boston College   1984 — 1987
BA, Economics

Chuck Crouch, CFP® Chuck Crouch, CFP® Columbia, South Carolina Area Details
Chuck Crouch, CFP®'s BIC Group, LLC Experience July 2013 - Present
Job Regional Vice President at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC   July 2013 - Present
Catalyst Asset Advisors, LLC   April 2012 - July 2013
Sun Life Financial  May 2011 - April 2012
ING  February 2006 - November 2009
Protective Life  August 2005 - February 2006
Nationwide Financial  January 2001 - September 2005

Skills
Driven, Successful, Experienced, Fixed Annuities, Asset Managment, Certified Financial..., Retirement Planning, Estate Planning, Risk Management, Asset Management, Life Insurance, Series 63, Mutual Funds, 401k, Series 7, Wealth Management, Data Driven Testing, Series 6, Retirement

Education
University of South Carolina - The Moore School of Business   1996 — 1999
MBA, Business Administration

Charleston Southern University   1991 — 1994
BS, Business Administration/Marketing

Presbyterian College   1990 — 1991
Undergraduate Studies, Business/Commerce, General

Mike Renuart Mike Renuart Gulf Breeze, Florida Details
Mike Renuart's BIC Group, LLC Experience May 2011 - August 2011
Job Regional Vice President at ForeThought Annuities
Industry Financial Services
Experience
Forethought Financial Services, Inc.   March 2012 - Present
Hancock Bank  October 2011 - March 2012
BIC Group, LLC   May 2011 - August 2011
Genworth Financial  2010 - 2011
RiverSource  2004 - 2010
Pacific Life  1999 - 2004
Morgan Stanley  1998 - 1999
Mortgage Fax, Inc   1995 - 1998
Informative Research  1994 - 1996
IBM Corporation  1992 - 1993

Skills
Annuities, Mutual Funds, Wholesaling, Annuity, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Alternative Investments, Public Speaking, Seminar Presentations, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Investments, Wholesale, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Asset Allocation

Education
California State University-Fullerton   1991 — 1994
Computer Science Program

Oxnard College   1988 — 1990
Liberal Arts

George Ty Watson George Ty Watson Charlotte, North Carolina Area Details
George Ty Watson's BIC Group, LLC Experience May 2012 - December 2012
Job Financial Professional
Industry Financial Services
Experience
MetLife  July 2013 - Present
BIC Group, LLC   May 2012 - December 2012
Genworth Financial  2004 - 2009
ING Funds  September 1999 - April 2003

Skills
Fixed Annuities, Variable Annuities, IRAs, Life Insurance, Retirement, Term Life Insurance, Retirement Planning, 529 Plans, Roth IRA, Mutual Funds, Series 63, Series 7, Investments, Sales, Financial Services, Insurance

Education
Ripon College   1980 — 1984
Biology Chemistry

Asiah Walker Asiah Walker Gilbert, Arizona Details
Asiah Walker's BIC Group, LLC Experience January 2013 - May 2015
Job Denver Investment Group
Industry Real Estate
Experience
BIC Group, LLC   January 2013 - May 2015

Skills
Mutual Funds

Education
Arizona State University
Bachelor of Science (B.S.), Psychology, Political Sciences

Jim Kries Jim Kries Phoenix, Arizona Area Details
Jim Kries's BIC Group, LLC Experience December 2009 - Present
Job President, Sales and Distribution, Managing Partner at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC   December 2009 - Present
Virtus Investment Partners  February 2008 - September 2009
Transamerica  May 2006 - February 2008
Allstate Financial  August 2005 - May 2006
Travelers Life & Annuity  July 2004 - August 2005
AIG SunAmerica  October 1996 - July 2004

Education
University of Arizona   1984 — 1988
BSBA, Economics and Finance

Joff Pearlman Joff Pearlman Greater New York City Area Details
Joff Pearlman's BIC Group, LLC Experience September 2010 - February 2011
Job Regional Vice President at Transamerica Funds
Industry Financial Services
Experience
Transamerica Capital Inc.  July 2014 - Present
The Hartford  July 2012 - June 2014
Stadion Money Management  February 2011 - August 2012
BIC Group, LLC   September 2010 - February 2011
Allianz Global Investors/PIMCO Advisors, LP.   1987 - 2010

Skills
Separately Managed..., Mutual Funds, Series 7, Series 65, Series 63, ETFs, Wealth Management, Investment Strategies, Investment Advisory, Investments, Asset Managment, Fixed Income, Closed-end Funds, Investment Management, 529 Plans, Bonds, Alternative Investments, Hedge Funds

Education
State University of New York College at Oneonta   1983 — 1987
BS, Economics and FInance

Michael D. Woerner Michael D. Woerner Greater Chicago Area Details
Michael D. Woerner's BIC Group, LLC Experience February 2011 - Present
Job VicePresident, Partner at BIC Group LLC
Industry Financial Services
Experience
BIC Group LLC  February 2011 - Present

Skills
Customer Service, Mutual Funds, Insurance, Investments, Asset Management, Strategic Planning, Series 7, Retirement Planning, Process Improvement, Strategic Financial..., Securities

Education
Augustana College   1970 — 1974
Bachelor of Arts, Political Science, Education

Dexter Mumar Dexter Mumar Phoenix, Arizona Area Details
Dexter Mumar's BIC Group, LLC Experience December 2010 - Present
Job Associate Partner at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC   December 2010 - Present
ING Funds  August 1999 - October 2009
Transamerica Capital  June 1998 - August 1999
Allianz Global Investors  May 1997 - May 1998

Education
Chapman University
BS, Multi Cultural Communications