Lindsey Woodward, financial advisor Santa Monica CA

Lindsey Woodward

CRD Number: 5946324
Current Firm: Abacus Wealth Partners

Lindsey Woodward (CRD# 5946324) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Abacus Wealth Partners 429 Santa Monica Blvd., Suite 500, Santa Monica, CA Jul 2017 - Current 2
Abacus Wealth Partners 429 Santa Monica Blvd., Suite 500, Santa Monica, CA Jul 2017 - Current 2
Dimensional Fund Advisors Austin, TX Jan 2016 - Current 4
Thornburg Investment Management Santa Fe, NM Nov 2011 - Jan 2016 4
Thornburg Investment Management Santa Fe, NM Nov 2011 - Dec 2015 4
University Of New Mexico Albuquerque, NM Aug 2010 - Dec 2011 1
Morgan Stanley Smith Barney Albuquerque, NM Jun 2011 - Nov 2011 < 1
Western Commerce Bank Albuquerque, NM Aug 2010 - Dec 2010 < 1
Trident Grill Tucson, AZ Jan 2010 - May 2010 < 1
University Of Arizona Tucson, AZ Aug 2007 - May 2010 2
University Of Arizona Tucson, AZ Jul 2007 - May 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Lindsey S. Woodward
Phone Number: 888-422-2287
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,149
    MILLIONS
  • Total Number of Accounts
    5,395
    ACCOUNTS
  • Average Account Value
    $398,288
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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