Jeffrey Reddick, financial advisor Mckinney TX
93 score

Jeffrey Reddick

CRD Number: 3181062
Current Firm: Guideline Capital Management

Jeffrey Reddick (CRD# 3181062) is an Investment Advisor Representative working at Guideline Capital Management in Mckinney, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Reddick Consulting, Llc D/b/a Proline Financial Advisors Mckinney, TX Oct 2016 - Current 1
Reddick Consulting, Llc D/b/a Proline Financial Advisors Mckinney, TX Oct 2015 - Current 2
Independent Financial Group San Diego, CA Feb 2014 - Oct 2016 2
Wfg Investment Inc. Mckinney, TX Sep 2012 - Feb 2014 1
Berthel Fisher & Company Financial Services, Inc. Mckinney, TX Mar 2012 - Sep 2012 < 1
Girard Securities, Incl. San Diego, CA Feb 2011 - Mar 2012 1
Qa3 Financial Corp Omaha, NE Sep 2007 - Feb 2011 3
Sojourn Financial Mckinney, TX May 2006 - Feb 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Jeffrey D. Reddick
Phone Number: 214-394-5072
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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