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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Bessant is a financial advisor with Gladstone Wealth Partners. Lindsey has been in the industry since 2011. Lindsey provides financial planning, retirement planning, and portfolio management services to individuals, businesses, and charitable organizations. Lindsey is registered with the state of South Carolina as a Registered Investment Advisor (RIA).
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
1
2
SC
06/26/2020 - Present
Gladstone Wealth Partners (Fort Mill SC)
NC
11/13/2012 - 02/04/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
06/06/2011 - 11/13/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/22/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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