Lindsay La Fleur, financial advisor Ossining NY

Lindsay La Fleur

CRD Number: 4900682
Current Firm: Ll Financial Services, LLC

Lindsay La Fleur (CRD# 4900682) is an Investment Advisor Representative working at Ll Financial Services, LLC in Ossining, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ll Financial Services LLC Ossining, NY Dec 2016 - Current 7
Ll Financial Services LLC Ossining, NY May 2016 - Dec 2016 < 1
Lawrence Blau & Associates (accounting Firm) Ossining, NY Jan 2013 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
Contact Info for Lindsay La Fleur
Phone Number: 914-941-5533
Registered State(s):
  • NY
Current Firm Details
Ll Financial Services, LLC
Firm's CRD Number: 284517
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $250,895
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

NY

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