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Kevin Michael Lindley

Beaird Harris

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About Kevin Michael Lindley

Kevin Lindley is an Investment Advisor Representative, registered in Texas. Kevin has been in the industry for at least four years and is currently employed by Beaird Harris Wealth Management, Inc. Kevin previously worked for Grant Thornton and CAIN WATTERS & ASSOCIATES. Kevin holds a Series 65 license, the Uniform Investment Adviser Law Examination, and is specialized in financial planning, pension consulting, and portfolio management for individuals. Kevin is also an active staff accountant for Beaird Harris & Co. PC., a tax consulting firm. Beaird Harris Wealth Management, Inc., a registered investment advisor, provides investment advisory services to individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Beaird Harris offers financial planning, portfolio management for individuals, pension consulting, and advisory services.

Firm Information

Kevin Lindley is currently registered with Beaird Harris. Beaird Harris is a financial advisory firm based in Dallas, Texas. They offer financial planning, portfolio management, and pension consulting services to individuals, families, businesses, charitable organizations, and pension and profit sharing plans. Beaird Harris has approximately 1669836738 dollars in regulatory assets under management.
Beaird Harris

5005 LYNDON B JOHNSON FWY

DALLAS, TX 75244

$1.67B

Assets Under Management

Not reported

Total Clients

17

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Kevin Lindley’s Registration & Firm History

TX

11/12/2018 - Present

Beaird Harris (DALLAS TX)

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Licenses & Designations

IA

Issued 12/27/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Michael Lindley.
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