Sheila Lindsay (CRD# 1313294) is an Investment Advisor Representative working at Scs in Bellevue, WA and has over 39 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scs | Bellevue, WA | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Bellevue, WA | Apr 2022 - Current | 2 |
| Bensler Llc - Dba: Scs | Bellevue, WA | Apr 2022 - Aug 2022 | < 1 |
| Unemployed | Bellevue, WA | Jan 2021 - Apr 2022 | 1 |
| Securities America, Inc. | Seattle, WA | Nov 2020 - Jan 2021 | < 1 |
| Kms Financial Services, LLC | Seattle, WA | Apr 2018 - Nov 2020 | 2 |
| Retired | Bellevue, WA | Jul 2017 - Apr 2018 | < 1 |
| Fidelity Brokerage Services LLC | Westlake, TX | Jan 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- TX
- WA
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Total Assets Under Management1,291MILLIONS
-
Total Number of Accounts2,809ACCOUNTS
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Average Account Value$459,445
- A percentage of assets under your management
- Hourly charges
- 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
- Educational seminars/workshops
AK, AZ, CA, CO, FL, HI, ID, IL, IN, LA, MT, NE, NH, NJ, NM, NV, OR, TX, UT, WA
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