Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Blair Stuart is an Investment Advisor Representative at Carl Stuart Investment Advisor, Inc. Lindsey is a licensed investment advisor representative registered in Texas. Lindsey is also a Series 65 licensed individual. Carl Stuart Investment Advisor, Inc. specializes in working with high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Lindsey has a strong background in the financial industry and is committed to providing her clients with personalized financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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
TX
06/30/2023 - Present
Carl Stuart Investment Advisor, Inc. (AUSTIN TX)
IA
Issued 06/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Lindsey Stuart is the right advisor for you? Invested Better is here to help.
