Jordan LindsayCRD Number: 6693819
Current Firm: Trek Financial
Jordan Lindsay (CRD# 6693819) is an Investment Advisor Representative working at Trek Financial in Saint George, UT and has over 5 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Soltis Investment Advisors, LLC
Parker Advisory Group, Inc.
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.