Lindsey Rhea
Lindsey Rhea is a CFP-designated registered investment advisor at LPL Financial LLC, based in Germantown, TN, with 17 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
6815 Poplar Ave, Ste 160, Germantown, TN, 38138
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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 operates Alia Wealth Partners, LLC as a DBA for her LPL business, dedicating full-time hours to it. She also runs Alia Insurance Solutions, LLC, focusing on non-variable insurance, which takes about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations35 states
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