Lindsay Edwards is a registered investment advisor at Opal Advisory LLC, based in Birmingham, AL, with 12 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 8 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OPAL Advisory primarily advises investment funds, not individual investors. However, in limited circumstances, OPAL Advisory can provide investment advice to individuals. The fees for these services are not specified in the brochure.
Location
1914 Third Ave. North, Unit C-1, Birmingham, AL, 35203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lindsay is involved with Chesapeake Capital LLC, a private company making direct private investments across multiple asset classes. The company also provides fractional C-suite and consulting services for corporate clients.
Employment History
Current Registrations
Opal Advisory LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Goldman, Sachs & CO.Broker
Goldman, Sachs & CO.Broker
State Registrations1 state
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.