Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindzey? Claim Your ProfileLindzey Dau is a registered investment advisor representative. Lindzey works for Iconiq Capital, LLC which is located in SAN FRANCISCO, CA. Lindzey is also licensed in California. Lindzey has been in the industry since November 2009 and has experience with ICONIQ CAPITAL, LLC. Lindzey holds a Series 66 and a Series 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/27/2012 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
CA
11/12/2009 - 03/07/2012
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
BOTH
Issued 12/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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