Lindsay Heyman (CRD# 6740521) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Dallas, TX and has over 5 years of experience in the finance industry. Lindsay Heyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Concurrent Investment Advisors | Dallas, TX | Apr 2023 - Current | 1 |
Hout | Dallas, TX | Feb 2021 - Current | 3 |
Wealth Partners Alliance | Dallas, TX | May 2019 - Current | 4 |
Concurrent Advisors | Dallas, TX | Apr 2022 - Apr 2023 | 1 |
Raymond James Financial Services Advisors, Inc. | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
Raymond James Financial Services, Inc. | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
Concurrent Advisors | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
Ubs | Dallas, TX | Sep 2017 - Feb 2019 | 1 |
Unemployed | Tx, TX | May 2017 - Sep 2017 | < 1 |
Ubs | Dallas, TX | Jan 2017 - May 2017 | < 1 |
Southern Methodist University | Dallas, TX | Aug 2013 - May 2017 | 3 |
Willis Towers Watson | Dallas, TX | Jun 2016 - Aug 2016 | < 1 |
Student | Tx, TX | Jan 2007 - Jun 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- TX
-
Total Assets Under Management6,257MILLIONS
-
Total Number of Accounts18,097ACCOUNTS
-
Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, ME, MI, MN, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.