Unclaimed
Lindsay Strange is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Tyler, Texas. Lindsay has been working in the financial services industry since 2012 and has held previous roles with Edward Jones, Fidelity Investments Institutional Services Company, Inc., Ameriprise Financial Services, Inc. and Woodbury Financial Services, Inc. Lindsay is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Lindsay is registered to offer investment advisory services in Texas and Broker-Dealer services in Alaska, Arkansas, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Minnesota, Nevada, Ohio, Oklahoma, Puerto Rico, Texas, Washington, and Wyoming. Lindsay is also a registered Investment Advisor Representative in Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
06/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (Tyler TX)
TX
06/23/2014 - 06/23/2023
EDWARD JONES (TYLER TX)
TX
06/07/2013 - 06/20/2014
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
01/04/2013 - 04/16/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
TX
01/13/2012 - 10/12/2012
WOODBURY FINANCIAL SERVICES, INC. (TYLER TX)
BOTH
Issued 03/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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