Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Dougherty is a registered investment advisor representative with State Farm Investment Management Corp. Lindsay has been in the financial services industry since 2006. Lindsay holds the Series 63, 65, 6TO, and SIE licenses. Lindsay is currently registered in Delaware. Lindsay is a member of the State Farm Investment Management Corp. team in Dover, DE. Lindsay's other business is running Lindsay Dougherty's Insurance Agency. Lindsay provides financial planning and portfolio management services to individuals and investment companies. Lindsay is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
DE
01/30/2024 - Present
State Farm Investment Management Corp. (Dover DE)
IA
Issued 05/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lindsay Dougherty is the right advisor for you? Invested Better is here to help.
