Lyndsey Dorman (CRD# 7078706) is an Investment Advisor Representative working at Lpl Financial LLC in Rock Springs, WY and has over 4 years of experience in the finance industry.
CRD# 6628670
Financial Advocates Investment Management
CRD# 5743602
Lpl Financial LLC
CRD# 1789089
J. W. Cole Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Rock Springs, WY | Jul 2021 - Current | 2 |
| Head Start Policy Council | Rock Springs, WY | Oct 2020 - Jul 2021 | < 1 |
| Waddell & Reed | Rock Springs, WY | Mar 2019 - Jul 2021 | 2 |
| Andrew Fortuna | Rock Springs, WY | Mar 2019 - Jul 2021 | 2 |
| Various Insurance Carriers For W&r Ins Agencies | Rock Springs, WA | Mar 2019 - Jul 2021 | 2 |
| Dorterra | Rock Springs, WY | May 2013 - Jul 2021 | 8 |
| Doterra Essential Oils | Pleasant Grove, UT | May 2013 - Jul 2021 | 8 |
| Sweetwater County School District #1 | Rock Springs, WY | Aug 2006 - Jun 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- AK
- CA
- CO
- CT
- DC
- ID
- LA
- MI
- MN
- MO
- MT
- NE
- NV
- NJ
- TX
- UT
- WA
- WY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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