Brandon Lindley (CRD# 2838912) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 26 years of experience in the finance industry.
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
CRD# 5466021
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton Vance Management | Boston, MA | Nov 2016 - Current | 7 |
| Eaton Vance Distributors, Inc. | Boston, MA | Nov 2016 - Current | 7 |
| American Express Financial Advisors Inc. | Minneapolis, MN | Oct 2003 - Nov 2016 | 13 |
| Ids Life Insurance Company | Minneapolis, MN | Oct 2003 - Nov 2016 | 13 |
| Riversource Distributors, Inc. | Minneapolis, MN | Oct 2003 - Nov 2016 | 13 |
| Riversource Fund Distributors, Inc. | Minneapolis, MN | Oct 2003 - Nov 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- MA
-
Total Assets Under Management63,043MILLIONS
-
Total Number of Accounts3,851ACCOUNTS
-
Average Account Value$16,370,621
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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