Jeffrey Binkley (CRD# 2356838) is an Investment Advisor Representative working at Binkley Wealth Management Group LLC in Avon, IN and has over 30 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Binkley Wealth Management Group LLC | Avon, IN | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- IN
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts112ACCOUNTS
-
Average Account Value$49,691
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
IN
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