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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lindley is a registered investment advisor representative with Eaton Vance Management in Boston, Massachusetts. Brandon has been in the securities industry since 1998. Brandon has a wide range of experience with various investment strategies and asset classes. Before joining Eaton Vance Management, Brandon worked at Columbia Management Investment Distributors, Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, Charles Schwab & Co., Inc., Dean Witter Reynolds Inc., and American Express Financial Advisors Inc.. Brandon is dedicated to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
01/04/2017 - Present
Eaton Vance Management (BOSTON MA)
MN
01/02/2009 - 11/22/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/18/2003 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/18/2003 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
11/20/1998 - 10/02/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/17/1998 - 10/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
10/07/1997 - 04/07/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/07/1997 - 04/07/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/28/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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