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Linda Darlene Burson-odle

Tiaa-Cref Individual & Institutional Services, LLC

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About Linda Darlene Burson-odle

Linda Darlene Burson-odle is a financial professional with over 25 years of experience in the industry. Linda is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2012. Prior to joining Tiaa-Cref, Linda worked with TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Linda is a Series 7, 63, 52, 9, and 65 licensed advisor and holds the SIE designation. Linda specializes in portfolio management for individuals, financial planning, and selection of other advisors.

Firm Information

Linda Burson-odle is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Linda Burson-odle’s Registration & Firm History

TX

12/10/2012 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

11/30/2011 - 12/18/2012

TD AMERITRADE, INC. (FORT WORTH TX)

TX

06/27/2005 - 11/11/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)

MO

12/01/2003 - 06/29/2005

EDWARD JONES (ST. LOUIS MO)

MI

03/05/1997 - 05/12/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 09/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1997

Series 7 - General Securities Representative Examination

BC

Issued 03/04/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Linda Darlene Burson-odle. Review regulatory record here.
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