Jordan LindsayCRD Number: 6693819
Current Firm: Trek Financial
Jordan Lindsay (CRD# 6693819) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Bcj Capital Management||Scottsdale, AZ||Jun 2019 - Current||2|
|Wells Fargo Clearing Services, LLC||St. George, UT||Nov 2016 - Jun 2019||2|
|Wells Fargo Bank, Na||St. George, UT||Dec 2009 - Jun 2019||9|
|Wells Fargo Advisors LLC||St. George, UT||Aug 2016 - Nov 2016||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2018|
|S63||Uniform Securities State Law Examination||Oct 2016|
Total Assets Under Management1,296MILLIONS
Total Number of Accounts5,718ACCOUNTS
Average Account Value$226,735
- 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)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, ID, NM, NV, OH, OR, SC, TX, UT, VA, WA, WI, WY
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