Lindsey Bessant, financial advisor Fort Mill SC

Lindsey Bessant

CRD Number: 5923462
Current Firm: Gladstone Wealth Partners

Lindsey Bessant (CRD# 5923462) is an Investment Advisor Representative working at Gladstone Wealth Partners in Fort Mill, SC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Gladstone Wealth Partners Fort Mill, SC May 2020 - Current 3
Lpl Financial LLC Fort Mill, SC Mar 2020 - Current 4
Frgis Fort Mill, SC Mar 2020 - Current 4
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Nov 2012 - Feb 2020 7
Tiaa Charlotte, NC Nov 2012 - Feb 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jun 2011
Contact Info for Lindsey M. Bessant
Phone Number: (908)-719-1313
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    3,539
    MILLIONS
  • Total Number of Accounts
    14,947
    ACCOUNTS
  • Average Account Value
    $236,745
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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