Lindsay Walker
Lindsay Walker is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Richmond, VA, with 8 years of industry experience. Lindsay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
6241 River Road, Richmond, VA, 23229
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2024Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Erin AntillJanney Montgomery Scott LLC
- Gordon EideJanney Montgomery Scott LLC
- Ethan Lindbloom, CFPJanney Montgomery Scott LLC
- Nicole Gooding, CFPJanney Montgomery Scott LLC
- David JenningsJanney Montgomery Scott LLC
- Richard CrittendenJanney Montgomery Scott LLC