Brendan Dooley, financial advisor King Of Prussia PA
90 score

Brendan Dooley

CRD Number: 6068263
Current Firm: Ameriprise Financial Services, Inc.

Brendan Dooley (CRD# 6068263) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in King Of Prussia, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. King Of Prussia, PA Dec 2014 - Current 2
Wells Fargo Advisors LLC Conshohocken, PA Oct 2012 - Dec 2014 2
Wells Fargo Bank Na Horsham, PA Jul 2010 - Dec 2014 4
Wells Fargo Advisors, LLC Horsham, PA May 2012 - Oct 2012 < 1
Ikon Office Solutions King Of Prussia, PA Jul 2010 - Jul 2010 < 1
Unemployed Horsham, PA May 2010 - Jul 2010 < 1
Mihlfeld & Associates, Inc. Springfield, MO Sep 2009 - May 2010 < 1
Joseph Ambler Inn Montgomeryville, PA Jun 2009 - Dec 2009 < 1
Shanachie Pub & Restaurant Ambler, PA Jun 2009 - Nov 2009 < 1
Cvs Pharmacy Maple Glen, PA Jul 2009 - Aug 2009 < 1
Pennsylvania State University University Park, PA Jun 2005 - Aug 2009 4
Penn State Office Of Development University Park, PA Oct 2006 - Jul 2009 2
Urish, Popeck, & Company LLC State College, PA Jan 2009 - Apr 2009 < 1
Wings Over Happy Valley State College, PA Oct 2008 - Mar 2009 < 1
The Pita Pit State College, PA Sep 2008 - Dec 2008 < 1
Penn Mutual Life Insurance Company Horsham, PA Jun 2008 - Aug 2008 < 1
At&t Mobility King Of Prussia, PA Jul 2007 - Aug 2007 < 1
Weiss Landscaping Horsham, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Brendan C. Dooley
Phone Number: 612-671-3131
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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