Lindisfarne Investments, LLC

Lindisfarne Investments, LLC (CRD# 149919) is a financial advisory firm headquartered in , . They manage $3,502,777 in 38 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $92,178
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Lindisfarne Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William N. Barack
CRD#: 4055635
Bay Village, OH
93
Wealthminder
score

William Barack (CRD# 4055635) is an Investment Advisor Representative working at Lindisfarne Investments, LLC in Bay Village, OH and has over 14 years of experience in the finance industry.

2
James E. Hixson
CRD#: 5479817
Lake Charles, LA
93
Wealthminder
score

James Hixson (CRD# 5479817) is an Investment Advisor Representative working at Lindisfarne Investments, LLC in Lake Charles, LA and has over 9 years of experience in the finance industry.

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