Lindsay Stuart (CRD# 6240748) is an Investment Advisor Representative working at Moss Adams Wealth Advisors LLC in Portland, OR and has over 10 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moss Adams Wealth Advisors LLC | Portland, OR | Apr 2018 - Current | 6 |
| Charles Schwab Bank | Portland, OR | Aug 2015 - Apr 2018 | 2 |
| Charles Schwab & Company, Inc. | Portland, OR | Aug 2013 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- WA
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Total Assets Under Management3,914MILLIONS
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Total Number of Accounts4,226ACCOUNTS
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Average Account Value$926,287
- 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)
AK, AZ, CA, CO, FL, HI, ID, IL, MI, MT, NM, NV, NY, OR, TN, TX, UT, WA
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