Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Donovan Rhea is a financial advisor with LPL Financial LLC. Lindsey has been working in the financial services industry since 2008. She has a broad range of experience, including working for both Wells Fargo Advisors Financial Network, LLC and Morgan Keegan & Company, Inc. Lindsey is licensed to provide financial advice in 31 states and is a Certified Financial Planner. Lindsey is dedicated to providing personalized financial advice to individuals and families, helping them reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
TN
10/04/2021 - Present
LPL Financial LLC (GERMANTOWN TN)
TN
02/16/2011 - 10/11/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GERMANTOWN TN)
TN
04/30/2008 - 02/22/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 08/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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