Lindsey Black, financial advisor Magnolia TX
93 score

Lindsey Black

CRD Number: 4551667
Current Firm: Oakstreet Wealth Management, Inc.

Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Oakstreet Wealth Management, Inc. in Magnolia, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tri-ad Escondido, CA Jun 2017 - Current < 1
Oakstreet Wealth Management, Inc. Houston, TX May 2017 - Current < 1
Bok Financial Asset Management, Inc. Houston, TX Dec 2015 - Current 2
Bok Financial Securities, Inc. Houston, TX Apr 2014 - Current 4
Bokf, Na Houston, TX Apr 2014 - Current 4
Mbm Advisors, Inc. Houston, TX Jan 2002 - Dec 2015 13
Triad Advisors Inc. Norcross, GA Oct 2011 - Apr 2014 2
Mbm Securities, Inc. Houston, TX Jan 2002 - Oct 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Lindsey A. Black
Phone Number: 713-858-3652
Registered State(s):
  • IL
  • TX
Current Firm Details
Oakstreet Wealth Management, Inc.
Firm's CRD Number: 288723
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
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

IL, TX

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

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