Brendan Dooley (CRD# 6068263) is an Investment Advisor Representative working at Meaningful Wealth Management LLC in Flourtown, PA and has over 11 years of experience in the finance industry. Brendan Dooley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meaningful Wealth Management LLC | Philadelphia, PA | Nov 2018 - Current | 5 |
| Ameriprise Financial Services, Inc. | King Of Prussia, PA | Dec 2014 - Nov 2018 | 3 |
| Wells Fargo Advisors LLC | Conshohocken, PA | Oct 2012 - Dec 2014 | 2 |
| Wells Fargo Bank Na | Horsham, PA | Jul 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- PA
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Total Assets Under Management14MILLIONS
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Total Number of Accounts130ACCOUNTS
-
Average Account Value$106,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PA
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