Lindsey EliasCRD Number: 7381122
Current Firm: Advice And Planning Services
Lindsey Elias (CRD# 7381122) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Tiaa||Charlotte, NC||Jun 2021 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Jun 2021 - Current||2|
|Western Carolina University||Cullowhee, NC||Aug 2017 - May 2021||3|
|Tiaa||Charlotte, NC||Jun 2020 - Aug 2020||< 1|
|Animal Health Products||Brick, NJ||May 2019 - Aug 2019||< 1|
|Charlotte Russe||Concord, NC||Jun 2017 - Aug 2017||< 1|
|Jay M. Robinson High School||Concord, NC||Aug 2016 - Jun 2017||< 1|
|Lacey Township High School||Lacey, NC||Sep 2013 - Jun 2016||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management30,907MILLIONS
Total Number of Accounts76,892ACCOUNTS
Average Account Value$401,951
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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