Russell Lindsay, financial advisor Ocala FL

Russell Lindsay

CRD Number: 5048368
Current Firm: Canopy 360 Wealth, LLC

Russell Lindsay (CRD# 5048368) is an Investment Advisor Representative working at Canopy 360 Wealth, LLC in Ocala, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Canopy 360 Wealth, LLC Ocala, FL Jul 2018 - Current 3
Lindsay Financial Services LLP Ocala, FL Aug 2005 - Current 16
Andrew J Semesco Foundation Inc. Ocala, FL Jul 2005 - Current 16
Real Investment Holdings, LLC Ocala, FL Feb 2005 - Current 16
Rim Securities LLC New York, NY Feb 2006 - Jun 2018 12
Symphonic Financial Advisors LLC New York, NY Feb 2006 - Jun 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Russell C. Lindsay
Phone Number: (352) 369-1120
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $318,020
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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