Mckay Lindsey, financial advisor Orem UT

Mckay Lindsey

CRD Number: 7166331
Current Firm: Squire Wealth Advisors

Mckay Lindsey (CRD# 7166331) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Squire Wealth Advisors Orem, UT May 2018 - Current 5
Squire & Company, Pc Orem, UT Jan 2017 - Current 7
Lowry & Associates Millville, UT May 2014 - Dec 2016 2
Utah State University Logan, UT Aug 2013 - Dec 2016 3
Jones Simkins, LLC Logan, UT Jan 2016 - Apr 2016 < 1
Utah State University Housing Logan, UT Aug 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Mckay W. Lindsey
Phone Number: 801-226-7722
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $257,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, ID, TX, UT

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