Linda Drummond, financial advisor Irvine CA
93 score

Linda Drummond

CRD Number: 1014647
Current Firm: Stifel, Nicolaus & Company, Incorporated

Linda Drummond (CRD# 1014647) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Irvine, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Newport Beach, CA May 2009 - Current 7
Citigroup Global Markets Inc. Orange, CA Jul 1993 - May 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Linda L. Drummond
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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