Lindsey Redding
Lindsey Redding is a registered investment advisor at Osaic Wealth, INC., based in Kingwood, TX, with 20 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
700 Rockmead Dr, Ste 213, Kingwood, TX, 77339
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lindsey engages in insurance sales through Precept Wealth Management, dedicating about half of her time to this activity. She also works as an Investment Advisor Representative (IAR), but spends minimal time on advisory activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Edward Jones
Edward JonesBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.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.