Lindsey AllardCRD Number: 5035699
Current Firm: Beirne Wealth Consulting Services, LLC
Compensation Model: Fee Only
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as an advisor, she is the firm’s corporate event planner. Lindsey plays an active role with several local charities as a representative of BWC.
Lindsey joined the Beirne Group of Merrill Lynch as a senior registered client associate in 2005. During her seven year tenure with the Beirne Group of Merrill Lynch, she led the institutional operations team. In 2012, Lindsey transitioned to Beirne Wealth Consulting as the team’s director of institutional relations.
Lindsey holds a bachelor’s degree in psychology from Eastern Connecticut State University and a master of business administration degree with a concentration in finance from Quinnipiac University.
In her leisure time, Lindsey enjoys spending time with her husband and two sons, exercising, travelling, and reading. She is also involved personally with several charities that are very close to her heart.
Springboard Asset Management LLC
Mml Investors Services, LLC
|Beirne Wealth Consulting, LLC||Milford, CT||Jan 2012 - Current||9|
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2012 - Sep 2014||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||New Haven, CT||Sep 2005 - Jan 2012||6|
|Quinnipiac University||Hamden, CT||Sep 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management1,764MILLIONS
Total Number of Accounts1,209ACCOUNTS
Average Account Value$1,458,931
- A percentage of assets under your management
- 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)
CA, CT, FL, NJ, NY, PA, TX
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