Unclaimed
Lindsey Plyler is a financial professional with over 16 years of experience in the financial services industry. Lindsey has worked as an insurance agent and financial advisor, currently serving as an Investment Advisor Representative for State Farm Investment Management Corp. Lindsey is licensed in South Carolina and Tennessee, holding a Series 63, SIE and Series 6 license. Lindsey has a strong background in providing investment advice and portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
10/28/2024 - Present
State Farm Investment Management Corp. (Maryville TN)
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lindsey Plyler is the right advisor for you? Invested Better is here to help.