Lindsey Holbrook, financial advisor Indianapolis IN

Lindsey Holbrook

CRD Number: 6319344
Current Firm: Wolfrum And Company

Lindsey Holbrook (CRD# 6319344) is an Investment Advisor Representative working at Wolfrum And Company in Indianapolis, IN and has over 8 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Wolfrum And Company, LLC Indianapolis, IN Jan 2018 - Current 6
Huntleigh Securities Corporation Indianapolis, IN Jan 2018 - Dec 2021 3
David A Noyes & Company Indianapolis, IN Apr 2014 - Dec 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for Lindsey J. Holbrook
Phone Number: 317-669-0580
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $935,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IN, SC

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