Terry Lindner, financial advisor Birmingham MI
74 score

Terry Lindner

CRD Number: 1968391
Current Firm: Waddell & Reed

Terry Lindner (CRD# 1968391) is an Investment Advisor Representative working at Waddell & Reed in Birmingham, MI and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pine Lake Country Club West Bloomfield, MI Mar 2016 - Current < 1
Waddell & Reed, Inc. Birmingham, MI Oct 2012 - Current 4
Various Insurance Carriers For W&r Insurance Agencies Bloomfield Hills, MI Oct 2012 - Current 4
Networking Event Finder Bloomfied Hills, MI Aug 2011 - May 2015 3
First Investors Corporation Southfield, MI May 1995 - Sep 2012 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Terry M. Lindner
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • VI
  • PA
  • KS
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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, 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, VI, VT, WA, WI, WV

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BADGES
74

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