Lindsey Turner (CRD# 7749778) is an Investment Advisor Representative working at Mathies Financial Partners in Colorado Springs, CO and has 1 year of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mathies Financial Partners | Colorado Springs, CO | Feb 2024 - Current | < 1 |
| Freedom Wealth Coaching | Woodstock, GA | Feb 2023 - Feb 2024 | 1 |
| Dcaa Solutions | Denver, CO | Sep 2022 - Jan 2023 | < 1 |
| Addressable | Los Angeles, CA | Apr 2022 - Jul 2022 | < 1 |
| Emergys | Raleigh, NC | Apr 2021 - Apr 2022 | 1 |
| Ionic | Madison, WI | Oct 2020 - Apr 2021 | < 1 |
| Tricentis | Atlanta, GA | Aug 2020 - Oct 2020 | < 1 |
| Gitlab | San Francisco, CA | Jun 2019 - Jul 2020 | 1 |
| Special Needs Communities | Acworth, GA | Jan 2014 - Dec 2019 | 5 |
| Eli Project | Acworth, GA | Jan 2014 - Dec 2019 | 5 |
| Smarp | Atlanta, GA | Mar 2019 - Jun 2019 | < 1 |
| Jacada | Alpharetta, GA | Oct 2018 - Feb 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CO
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts1,200ACCOUNTS
-
Average Account Value$57,586
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, TX
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