LM
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Lindsey Mckay

20 Years of Experience
Renton, WA
BrokerSells Insurance

Lindsey Mckay is a registered investment advisor at Cetera Investment Advisers LLC, based in Renton, WA, with 20 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

901 Powell Avenue SW Suite 100, Renton, WA, 98057

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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 ActivitiesSells Insurance

Lindsey is involved in several business activities, including McKay Wealth Management, Pacific Rim Financial Group, and as an independent insurance agent, all of which take up a full-time commitment. She also dedicates minimal time to writing a book, owns Empower Consulting LLC for tax purposes only, and participates in various networking groups, as well as owning real estate.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 5 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2007 - June 2021 · 14 yrs 1 mo
Voya Financial Advisors, INC.Broker
April 2007 - June 2021 · 14 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2004 - June 2006 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2004 - June 2006 · 1 yr 7 mos
State Registrations18 states
AZCACOHIIDMTNCNDNJNMNYORRIUTVAVTWAWY
AdvisorBrokerBoth

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.
Lindsey Mckay - Financial Advisor | TrueAdvisor