Lindsay Heyman (CRD# 6740521) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 5 years of experience in the finance industry. Lindsay Heyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5159569
Primerica Advisors
CRD# 6673621
Econologics Financial Advisors
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors | Dallas, TX | Apr 2023 - Current | 1 |
| Hout | Dallas, TX | Feb 2021 - Current | 3 |
| Wealth Partners Alliance | Dallas, TX | May 2019 - Current | 5 |
| Concurrent Advisors | Dallas, TX | Apr 2022 - Apr 2023 | 1 |
| Raymond James Financial Services Advisors, Inc. | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
| Raymond James Financial Services, Inc. | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
| Concurrent Advisors | Dallas, TX | Feb 2019 - Apr 2023 | 4 |
| Ubs | Dallas, TX | Sep 2017 - Feb 2019 | 1 |
| Unemployed | Tx, TX | May 2017 - Sep 2017 | < 1 |
| Ubs | Dallas, TX | Jan 2017 - May 2017 | < 1 |
| Southern Methodist University | Dallas, TX | Aug 2013 - May 2017 | 3 |
| Willis Towers Watson | Dallas, TX | Jun 2016 - Aug 2016 | < 1 |
| Student | Tx, TX | Jan 2007 - Jun 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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