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Hannah Elizabeth Lindsey

Abound Wealth Management, LLC

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About Hannah Elizabeth Lindsey

Hannah Elizabeth Lindsey is a Certified Financial Planner™ professional and an Investment Advisor Representative with Abound Wealth Management, LLC. Hannah has been in the financial services industry since 2015. She is registered with the state of Tennessee and holds the Series 65 Uniform Investment Adviser Law Examination license. Hannah has experience in financial planning, pension consulting and portfolio management for individuals. She is also a speaker and consultant on a variety of financial topics.

Firm Information

Hannah Lindsey is currently registered with Abound Wealth Management, LLC. Abound Wealth Management, LLC is an investment advisory firm located in Franklin, TN. The firm provides financial consulting, financial planning, pension consulting, and educational seminars. Abound Wealth Management serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm has approximately $1.07 billion in regulatory assets under management.
Abound Wealth Management, LLC

317 MAIN STREET

FRANKLIN, TN 37064

$1.07B

Assets Under Management

17

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for speaking engagements

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Hannah Lindsey’s Registration & Firm History

TN

12/22/2021 - Present

Abound Wealth Management, LLC (FRANKLIN TN)

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Licenses & Designations

IA

Issued 01/18/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hannah Elizabeth Lindsey.
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