Dylan Brindley (CRD# 7545340) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | King Of Prussia, PA | Apr 2022 - Current | 2 |
Sei Investments | Oaks, PA | Oct 2021 - Apr 2022 | < 1 |
Accounting Principals | Philadelphia, PA | Jul 2021 - Oct 2021 | < 1 |
Pennsylvania State University | State College, PA | Jan 2020 - Jun 2021 | 1 |
Carlinos Market And Specialty Foods | Ardmore, PA | Jan 2016 - Dec 2019 | 3 |
Haverford Middle School | Haverford, PA | Jan 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2022 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- DE
- PA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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, 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, VT, WA, WI, WV, WY
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