Chadwick LindseyCRD Number: 2969551
Current Firm: Raymond James Financial Services Advisors, Inc.
Chadwick Lindsey (CRD# 2969551) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mccomb, MS and has over 18 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Wells Fargo Advisors, LLC
|Raymond James Financial Services Advisors, Inc.||Mccomb, MS||Jan 2009 - Current||8|
|Raymond James Financial Services, Inc.||Hattiesburg, MS||Jan 1999 - Current||18|
|Lindsey LLC||Mccomb, MS||Aug 2003 - Sep 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- 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
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, VI, VT, WA, WI, WV