Lillie Lindsay
Lillie Lindsay is a registered investment advisor at LPL Financial LLC, based in St. Peters, MO, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7417 Mexico Road, Ste 104, St. Peters, MO, 63376
Get directionsHistory
Regulatory History (1)
Criminal
April 1994Other Business ActivitiesSells Insurance
Lillie operates under the DBAs Cornerstone Wealth Services, L POWELL INVESTMENTS LLC, and Cornerstone Wealth Portfolios for her LPL business. She also works with Brokerage Unlimited, Inc. selling non-variable insurance, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC Investments
PNC InvestmentsBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward Jones
Edward JonesBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations5 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.