Lindsey Akashi, financial advisor Princeton NJ
90 score

Lindsey Akashi

CRD Number: 5911101
Current Firm: Ameriprise Financial Services, Inc.

Lindsey Akashi (CRD# 5911101) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Princeton, NJ and has over 4 years of experience in the finance industry.

Similar Advisors
Frank Polashock, financial advisor Princeton NJ
Frank Polashock
CRD# 4961369
Fxp Advisory Services
Score
106
Similar Advisors
John Middleton, financial advisor Princeton NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Princeton NJ
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Princeton, NJ Apr 2011 - Current 5
Starbucks Princeton, NJ Aug 2010 - Apr 2011 < 1
Self-employed Princeton Jct., NJ Jun 2010 - Apr 2011 < 1
Self Employed Ann Arbor, MI Aug 2007 - Jun 2010 2
University Of Michigan Ann Arbor, MI Aug 2008 - Dec 2009 1
University Of Michigan Ann Arbor, MI Aug 2007 - Dec 2007 < 1
Self Employed St. Louis, MO Apr 2006 - Aug 2007 1
Washington University In St. Louis St. Louis, MO Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Lindsey A. Akashi
Phone Number: 612-671-3131
Registered State(s):
  • MD
  • NJ
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Lindsey Akashi and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.