Invested Better
Unclaimed

Unclaimed

Unclaimed

Lindsey Renee Elliff

Prota Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lindsey? Claim Your Profile

About Lindsey Renee Elliff

Lindsey Renee Elliff is an investment advisor representative at Prota Financial. Lindsey is registered to provide investment advice in Texas. Lindsey has been in the financial industry for over 10 years. She has worked for several firms in the Houston area before joining Prota Financial. Lindsey specializes in providing financial planning and portfolio management services to individuals and corporations.

Firm Information

Lindsey Elliff is currently registered with Prota Financial. Prota Financial is an investment advisor registered with the SEC, headquartered in HOUSTON, TX. They manage over $182 million in assets for a total of 1,324 accounts, including individuals, corporations, and high-net-worth individuals. The firm specializes in providing financial planning and portfolio management services. They are also registered to provide advisory services for selection of other advisors.
Prota Financial

1980 POST OAK BLVD

HOUSTON, TX 77056-3845

$182.02M

Assets Under Management

Not reported

Total Clients

11

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lindsey Elliff’s Registration & Firm History

TX

07/20/2021 - Present

Prota Financial (HOUSTON TX)

Not sure if Lindsey Renee Elliff is right for you?

Licenses & Designations

IA

Issued 07/20/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Renee Elliff.
Not sure if Lindsey Renee Elliff is right for you?