Unclaimed
Lindsey Kozlowski Hadfield is an Investment Advisor Representative at Verus Financial Partners, located in Richmond, Virginia. Lindsey is registered with the state of Virginia as an Investment Advisor Representative and has a Series 65 license. Lindsey has a background in education and holds a degree from James Madison University. Lindsey specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
12/12/2024 - Present
Verus Financial Partners (RICHMOND VA)
IA
Issued 12/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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