Jeffrey Brindley (CRD# 5422016) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington Hills, MI and has over 16 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2017 - Current | 6 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2017 - Current | 6 |
St. Louis Center | Chelsea, MI | Apr 2017 - Current | 6 |
Life Guide Financial Consultants (dba) | Livonia, MI | Dec 2016 - Mar 2020 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Livonia, MI | May 2016 - Oct 2017 | 1 |
William Connell | Livonia, MI | May 2016 - Oct 2017 | 1 |
Waddell & Reed, Inc. | Livonia, MI | May 2016 - Oct 2017 | 1 |
Livonia Rotary Club | Livonia, MI | Jul 2014 - Jan 2017 | 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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2007 |
S65 | NASAA Investment Advisors Law Examination | May 2010 |
- MI
-
Total Assets Under Management82,428MILLIONS
-
Total Number of Accounts461,370ACCOUNTS
-
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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