Linda Lessey, financial advisor Dagsboro DE
93 score

Linda Lessey

CRD Number: 4566021
Current Firm: Ocean View Advisory

Linda Lessey (CRD# 4566021) is an Investment Advisor Representative working at Ocean View Advisory in Dagsboro, DE and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
1 North Wealth Services, LLC Annapolis, MD Jul 2003 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Linda E. Lessey
Phone Number: 443-306-7461
Registered State(s):
  • MD
Current Firm Details
Ocean View Advisory
Firm's CRD Number: 291479
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, MD

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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