Lindisfarne Investments, LLC
Lindisfarne Investments, LLC (CRD# 149919) is a financial advisory firm headquartered in , . They manage $2,475,990 in 37 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$66,919
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
LA, OH, TX
William Barack (CRD# 4055635) is an Investment Advisor Representative working at Lindisfarne Investments, LLC in Bay Village, OH and has over 15 years of experience in the finance industry.
James Hixson (CRD# 5479817) is an Investment Advisor Representative working at Lindisfarne Investments, LLC in Lake Charles, LA and has over 10 years of experience in the finance industry.