Jesper Rindboel, financial advisor Dallas TX
73 score

Jesper Rindboel

CRD Number: 5323935
Current Firm: 1st Global Advisors Inc.

Jesper Rindboel (CRD# 5323935) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Dallas, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Capital Corp Dallas, TX Jan 2015 - Current 1
1st Global Advisors, Inc. Dallas, TX Jan 2015 - Current 1
First Command Fort Worth, TX Apr 2011 - Jan 2015 3
Fidelity Westlake, TX Mar 2007 - Mar 2011 4
Unemployed Dallas, TX Mar 2006 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Feb 2008
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jesper Rindboel
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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