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Lindsey Alysha Fairchild

Valeo Financial Advisors, LLC

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About Lindsey Alysha Fairchild

Lindsey Fairchild is a financial advisor at Valeo Financial Advisors, LLC. Lindsey has been in the financial industry since 2016. Lindsey has a Series 7 and Series 66 license. Lindsey is a CERTIFIED FINANCIAL PLANNER™ professional and provides a variety of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisers. Lindsey has experience with high net worth individuals, charitable organizations, corporations and other businesses, and individuals other than high net worth. Lindsey has a strong track record of success and is committed to helping clients achieve their financial goals.

Firm Information

Lindsey Fairchild is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Percentage of client net worth

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Lindsey Fairchild’s Registration & Firm History

IN

08/27/2020 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

VA

05/17/2016 - 07/20/2018

TD AMERITRADE, INC. (RESTON VA)

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Licenses & Designations

BOTH

Issued 06/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Alysha Fairchild.
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