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Chadwick Lindsey

28 Years of Experience
Mccomb, MS
Broker

Chadwick Lindsey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mccomb, MS, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

403 Apache Drive, Mccomb, MS, 39648

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chadwick is the owner of Little Lindsey Enterprises, a support company, since 2001, dedicating a few hours per week. He also owns rental real estate property since 2019, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 6 mos
Previous Registrations
Raymond James Financial Services
June 2003 - January 2009 · 5 yrs 7 mos
Robert Thomas Securities, INCBroker
January 1998 - January 1999 · 1 yr
State Registrations18 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.