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Lindsay Lingo

17 Years of Experience
Detroit, MI

Lindsay Lingo is a registered investment advisor at Signal Advisors Wealth, LLC, based in Detroit, MI, with 17 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
4,257 clients
Average Client Portfolio
$318K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1555 Broadway St, Detroit, MI, 48226

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Lindsay owns Lingo Consulting, an S-Corp, since 2021. The company consults with other businesses on their technology needs and operations, and Lindsay dedicates a few hours per week to this activity.

Employment History
Current Registrations
Signal Advisors Wealth, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Mutual Securities, INC.Broker
February 2022 - June 2022 · 4 mos
Mutual Advisors, LLC
June 2021 - June 2022 · 1 yr
Sowell Management
September 2010 - July 2021 · 10 yrs 10 mos
First Allied Securities, INC.Broker
May 2008 - December 2008 · 7 mos
Ffp Securities, INC.Broker
June 2007 - May 2008 · 11 mos
Morgan Keegan & Company, INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.