Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndsey? Claim Your ProfileLyndsey Lace Taht is a financial advisor at Pathstone. Lyndsey has been working in the financial industry for over 3 years. Lyndsey is a Certified Financial Planner™ professional and holds the Series 66, Series 7 and SIE licenses. Lyndsey specializes in financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. Lyndsey also provides family office services, expense management, bill pay, insurance advisory, concierge service, philanthropic advisory, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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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WA
03/15/2023 - Present
Pathstone (Bellevue WA)
CO
08/24/2017 - 06/10/2020
ROBERT W. BAIRD & CO. INCORPORATED (DENVER CO)
BOTH
Issued 09/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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