Lindsay Lewis (CRD# 6640466) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, OH and has over 7 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Warren, OH | May 2022 - Current | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2019 - Current | 4 |
| Cuna Mutual Group | Waverly, IA | Jun 2019 - Current | 4 |
| Carrie Ratliff, State Farm | Poland, OH | Sep 2018 - Jun 2019 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Apr 2016 - Aug 2018 | 2 |
| First National Bank Of Pa | New Castle, PA | Sep 2014 - Aug 2018 | 3 |
| First National Bank | Boardman, OH | Apr 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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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
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