Brooks Lindblad (CRD# 6387083) is an Investment Advisor Representative working at Gradient Advisors, LLC in Winterville, NC and has over 9 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Advisors, LLC | Arden Hills, MN | Feb 2024 - Current | < 1 |
| Southern Tier Consulting | Winterville, NC | Oct 2018 - Current | 5 |
| Prosurity Inc. | Mooresville, NC | Jan 2016 - Oct 2018 | 2 |
| Senior Select Insurance | Lagrange, GA | May 2015 - Jan 2016 | < 1 |
| Wells Fargo Advisors, LLC | Greenville, NC | Aug 2014 - Apr 2015 | < 1 |
| Wells Fargo Bank Na | Greenville, NC | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- NC
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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