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Lindsey Pate Gresham

Csenge Advisory Group, LLC

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About Lindsey Pate Gresham

Lindsey Pate Gresham is an investment advisor representative (IAR) registered with Csenge Advisory Group, LLC in Mississippi. Lindsey has been in the financial services industry since 2015 and has a Series 7TO, Series 66, and SIE license. Lindsey works with individuals, corporations, and charitable organizations. The advisor provides financial planning, asset allocation services, and portfolio management services for individuals and businesses. Csenge Advisory Group, LLC is a Registered Investment Advisor (RIA) that is located in Clearwater, FL. The firm provides investment advice and portfolio management services to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Lindsey Gresham is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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asset allocation services

Asset allocation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lindsey Gresham’s Registration & Firm History

MS

01/01/2025 - Present

Csenge Advisory Group, LLC (Ridgeland MS)

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Licenses & Designations

BOTH

Issued 10/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lindsey Pate Gresham.
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