Lindsey Boriack (CRD# 5536664) is an Investment Advisor Representative working at Avantax Advisory Services in Giddings, TX and has 1 year of experience in the finance industry.
CRD# 32055
Momentum Independent Network Inc.
CRD# 4275321
Edward Jones
CRD# 5847226
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services Inc. | Giddings, TX | Oct 2023 - Current | < 1 |
Avantax Advisory Services | Giddings, TX | Oct 2023 - Current | < 1 |
Alliance Wealth Strategies LLC | Giddings, TX | Nov 2022 - Current | 1 |
Boriack Custom Designs, LLC | Giddings, TX | Nov 2021 - Current | 2 |
Boriack Custom Designs, LLC | Giddings, TX | Nov 2021 - Current | 2 |
Texas Wendish Heritage Society | Giddings, TX | Jan 2021 - Current | 3 |
The Nitsche Group | Giddings, TX | Aug 2022 - Nov 2022 | < 1 |
Homemaking | Giddings, TX | May 2018 - Jan 2021 | 2 |
Texas A&m University-athletic Department | College Station, TX | Jan 2016 - May 2018 | 2 |
Texas A&m University - Payroll Department | College Station, TX | Nov 2015 - Jan 2016 | < 1 |
Homemaking | Giddings, TX | Jan 2015 - Oct 2015 | < 1 |
Schulman Partners | Weatherford, TX | Mar 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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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