linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lindsey Shea woodward Rafkind

Abacus Wealth Partners

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 Shea woodward Rafkind

Lindsey Rafkind is a financial advisor with Abacus Wealth Partners in Santa Fe, New Mexico. Lindsey has been in the industry since 2014 and holds the Series 7, Series 66 and SIE licenses. Lindsey is a Certified Financial Planner and has experience working with both individuals and institutional clients. Lindsey focuses on providing financial planning, portfolio management and other advisory services.

Firm Information

Lindsey Rafkind is currently registered with Abacus Wealth Partners. Abacus Wealth Partners is a registered investment advisor with 36 investment adviser representatives and approximately $3.14 billion in regulatory assets under management. The firm offers a range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Abacus Wealth Partners serves a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm is headquartered in Santa Monica, California.
Abacus Wealth Partners

429 SANTA MONICA BLVD.

SANTA MONICA, CA 90401

$3.14B

Assets Under Management

30

Total Clients

47

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services

Consulting 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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Rafkind’s Registration & Firm History

NM

06/01/2023 - Present

Abacus Wealth Partners (Santa Fe NM)

CA

02/17/2016 - 07/06/2017

DFA SECURITIES LLC (SANTA MONICA CA)

NM

03/19/2014 - 01/05/2016

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

Not sure if Lindsey Shea woodward Rafkind is right for you?

Licenses & Designations

BOTH

Issued 05/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Shea woodward Rafkind.
Not sure if Lindsey Shea woodward Rafkind is right for you?