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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Iconiq Capital, LLC

location

New York, NY

0 Disclosures

ADVISOR BIO

Lindsay Moy is an Investment Advisor Representative with Iconiq Capital, LLC, a firm headquartered in San Francisco, California. Lindsay has been a registered Investment Advisor Representative since January 31, 2018. Before joining Iconiq Capital, Lindsay was employed by Sanford C. Bernstein & Co., LLC in New York, New York, from January 22, 2009 until August 16, 2017. Lindsay's areas of expertise include portfolio management for individuals, private foundations and pooled investment vehicles. Lindsay is licensed in California and has a combined experience of over 9 years in the industry.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Black Diamond Financial, LLC

location

TOWSON, MD

0 Disclosures

ADVISOR BIO

Lindsay Dryden is a financial advisor with Black Diamond Financial, LLC. Lindsay has over 20 years of experience in the financial services industry. Lindsay holds the Series 7, 24, and 63 securities licenses and the Series 65 investment advisor license. Lindsay specializes in providing financial planning, portfolio management and pension consulting for individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Kristine Larson is a registered representative with RBC Capital Markets, LLC. Lindsey has been in the financial industry since June 4, 2012. Lindsey's registration began on June 4, 2012. Lindsey has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Lindsey is currently registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Lindsey has worked for RBC Capital Markets, LLC since June 4, 2012. Lindsey specializes in various areas, including 1, 2, 3, 4, 5, 6, 10, null.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brighton Jones LLC

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Lindsey Hurt is an investment advisor representative at Brighton Jones LLC. Lindsey has been in the industry since 2014. Lindsey is registered with the state of Washington and holds a Series 65 license. Lindsey is a Registered Investment Advisor Representative. Brighton Jones LLC has been in business since 2001. The firm manages over $12 billion in assets and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and foundations. Lindsey is committed to providing her clients with personalized advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

TULSA, OK

0 Disclosures

ADVISOR BIO

Lindsey McCool is a financial advisor with Mariner Wealth. Lindsey has been working in the financial industry since 2006. Lindsey is registered in Arkansas and Oklahoma as an Investment Advisor Representative. Lindsey holds the Series 7, Series 63 and Series 65 securities licenses. Lindsey is also a Certified Financial Planner. Lindsey specializes in providing financial planning, investment management, pension consulting, educational seminars, and publication of periodicals. Lindsey offers portfolio management services for individuals, businesses, and pooled investment vehicles. Lindsey also provides family office services. Lindsey is committed to providing personalized financial advice and services to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

IWP Wealth Management LLC

location

DENVER, CO

0 Disclosures

ADVISOR BIO

Lindsey Brown is a financial advisor at IWP Wealth Management LLC, located in Denver, Colorado. Lindsey has been in the financial industry since 2018, and is registered as a Registered Investment Advisor in California and Colorado. Lindsey's professional experience includes working as a Registered Representative at Wedbush Securities. Lindsey's expertise is in portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Peoria, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Clauson is a financial advisor who has been in the industry since May 2017. Lindsey is registered with Robert W. Baird & Co. Inc. and is currently licensed to provide financial advice in Illinois. Lindsey holds the Series 63, Series 65, Series 7, and SIE licenses, which allows Lindsey to provide investment advice and brokerage services to clients. Lindsey is known for providing excellent customer service and has a deep understanding of the financial markets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Sanford C. Bernstein & CO., LLC

location

PHILADELPHIA, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Rocks is a financial advisor who has been working in the industry since 2008. Lindsey is currently registered with Sanford C. Bernstein & Co., LLC. Lindsey is licensed to provide financial advice in Pennsylvania. Lindsey has experience in securities and investment advisory services.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

GREEN BAY, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Kabat is a financial advisor with over 15 years of experience in the industry. Lindsey is registered with Robert W. Baird & Co. Inc. and is licensed to offer investment advice in numerous states across the US. Lindsey has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Lindsey specializes in providing financial planning, portfolio management, and other investment-related services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Cerity Partners LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Lindsey Nadel is an Investment Advisor Representative with Cerity Partners LLC, working in the New York, NY office. Lindsey has been working in the financial services industry since 2000 and has experience with several firms, including Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Lindsey's specializations include portfolio management for individuals, businesses and pooled investment vehicles. Lindsey holds the Series 63, 65 and 7 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles

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