Jeffrey ReddickCRD 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.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|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|
Total Assets Under Management2MILLIONS
Total Number of Accounts20ACCOUNTS
Average Account Value$85,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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