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JR

Jeffrey D. Reddick

PROLINE INVESTMENT MANAGEMENT, PLLC
Mckinney, TX 75070
Some features on this profile are disabled
CRD#: 3181062
JR

Professional summary

Jeffrey Dalton Reddick, CFP®, who also goes by Jeff Reddick, is a registered financial advisor currently at PROLINE INVESTMENT MANAGEMENT, PLLC located in Mckinney, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Reddick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) the name of the other business; Insurance business dba is Guideline Capital Management whether the business is investment-related; it is investment related, insurance business is life insurance, annuities, long term care policies to effect necessary coverages and solutions identified for my financial planning clients the address of the other business; my same primary office for all three business: 5851 Legacy Cir Dr., Suite 600 Plano TX 75024 the nature of the other business; life insurance, annuities, ltc and disability insurance your position; financial advisor title, or relationship with the other business; financial advisor the start date of your relationship; June 1999 the approximate number of hours/month you devote to the other business; 40 hours a month the number of hours you devote to the other business during securities trading hours; 2 hours and briefly describe your duties relating to the other business; Research and then construct the best combination insurance solutions for clients who have an insurance need and then put in force and monitor (2) the name of the other business; Litigation finance business is called VPR Ventures LLC whether the business is investment-related; it is investment related but formed via attorneys and consultants as an outside business and not part of my firm the address of the other business; 5851 Legacy Cir Dr., Suite 600 Plano TX 75024 the nature of the other business; we finance third party litigation your position; Managing Director title, or relationship with the other business; CFO the start date of your relationship; October 2022 the approximate number of hours/month you devote to the other business; 20hours a month the number of hours you devote to the other business during securities trading hours; 1 hour and briefly describe your duties relating to the other business; general CFP business management duties, accounting, finance related, and due diligence on finance opportunities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dalton Reddick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

January 2, 2025 - Present

PROLINE INVESTMENT MANAGEMENT, PLLC

Office #1: 3900 S. Stonebridge Drive Suite 1103, Mckinney, TX 75070
RIA
CRD#: 297875
Mckinney, TX
Past

October 11, 2016 - October 16, 2023

GUIDELINE CAPITAL MANAGEMENT

RIA
CRD#: 283711
PLANO, TX
Past

February 25, 2014 - October 5, 2016

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
MCKINNEY, TX
Past

February 25, 2014 - October 5, 2016

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
MCKINNEY, TX
Past

September 10, 2012 - February 25, 2014

WFG ADVISORS, LP

RIA
CRD#: 125073
MCKINNEY, TX
Past

September 10, 2012 - February 25, 2014

WFG INVESTMENTS, INC.

BD
CRD#: 22704
MCKINNEY, TX
Past

March 15, 2012 - September 11, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
MCKINNEY, TX
Past

March 15, 2012 - September 11, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
MCKINNEY, TX
Past

February 25, 2011 - March 15, 2012

GIRARD SECURITIES, INC.

RIA
CRD#: 18697
MCKINNEY, TX
Past

February 25, 2011 - March 15, 2012

GIRARD SECURITIES, INC.

BD
CRD#: 18697
MCKINNEY, TX
Past

September 19, 2007 - February 11, 2011

QA3 FINANCIAL LLC

RIA
CRD#: 104957
MCKINNEY, TX
Past

September 19, 2007 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
MCKINNEY, TX
Past

February 23, 2007 - June 19, 2007

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
MCKINNEY, TX
Past

August 22, 2006 - June 19, 2007

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
MCKINNEY, TX
Past

October 18, 2002 - June 1, 2006

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
DALLAS, TX
Past

April 5, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

August 14, 1999 - September 25, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/17/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/5/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/12/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PI
PROLINE INVESTMENT MANAGEMENT, PLLC
PROLINE INVESTMENT MANAGEMENT, PLLC

CRD#: 297875 / SEC#:

Texas
Registered Investment Advisory firm - (4/13/2023 Approved)
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Contact information

Main Address
3900 S. Stonebridge Drive Suite 1103, Mckinney, TX 75070
Mailing Address
Phone number
(469) 525-4022
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 32,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROLINE INVESTMENT MANAGEMENT, PLLC

CRD#: 297875Mckinney, TX 75070

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