Brinley LedonneCRD Number: 7058631
Current Firm: Portfolio Management, LLC
Brinley Ledonne (CRD# 7058631) is an Investment Advisor Representative working at Portfolio Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Brinley Ledonne 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.
Pbl Wealth Management
|Portfolio Management, LLC||Sugar Land, TX||Jun 2016 - Current||6|
|Portfolio Management, LLC||Sugar Land, TX||Jan 2016 - May 2016||< 1|
|University Of Texas||Austin, TX||Aug 2012 - May 2016||3|
|Wj Interests||Sugar Land, TX||May 2015 - Aug 2015||< 1|
Total Assets Under Management151MILLIONS
Total Number of Accounts330ACCOUNTS
Average Account Value$457,526
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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