Jeffrey Brindley, financial advisor Livonia MI
93 score

Jeffrey Brindley

CRD Number: 5422016
Current Firm: Waddell & Reed

Jeffrey Brindley (CRD# 5422016) is an Investment Advisor Representative working at Waddell & Reed in Livonia, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
William Connell Birmingham, MI May 2016 - Current < 1
Waddell & Reed, Inc. Livonia, MI May 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Livonia, MI May 2016 - Current < 1
Livonia Rotary Club Livonia, MI Jul 2014 - Current 2
Wunderlich Securities, Inc. Livonia, MI Sep 2015 - May 2016 < 1
Brindley Financial Services (dba) Livonia, MI Apr 2013 - May 2016 3
Foresters Equity Services, Inc. Livonia, MI Nov 2009 - Sep 2015 5
Sigma Planning Corporation Livonia, MI Sep 2007 - Nov 2009 2
Home Loan Specialists Livonia, MI Aug 2005 - Mar 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Jeffrey C. Brindley
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • IL
  • NC
  • OH
  • PA
  • UT
  • VA
  • TX
  • CO
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
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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