Jeffrey BrindleyCRD 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 9 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|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|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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