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Lindsey Jo Holbrook

Huntleigh Advisors, Inc.

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About Lindsey Jo Holbrook

Lindsey Holbrook is a financial advisor with Huntleigh Advisors, Inc. Lindsey has been in the financial services industry since March 2015. Lindsey is registered to provide investment advisory services in Arizona, Florida, Indiana, Kentucky, Maryland, Missouri, North Carolina, South Carolina, and Wisconsin. Lindsey has a Series 7, Series 66, and SIE license. Lindsey has experience providing financial advice to individuals, high-net-worth individuals, and corporations. Lindsey's previous employers include David A. Noyes & Company and Huntleigh Securities Corporation.

Firm Information

Lindsey Holbrook is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/third party manager fees

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Lindsey Holbrook’s Registration & Firm History

MO

04/17/2024 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

IN

01/02/2018 - 12/21/2021

HUNTLEIGH SECURITIES CORPORATION (Indianapolis IN)

IN

03/17/2015 - 01/04/2018

DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 06/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsey Jo Holbrook.
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