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CFP
LR
CFP

Lindsey Rhea

LPL Financial LLC
18 Years of Experience
Germantown, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lindsey Rhea is a CFP-designated registered investment advisor at LPL Financial LLC, based in Germantown, TN, with 18 years of industry experience. Lindsey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6815 Poplar Ave Ste 160, Germantown, TN, 38138

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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 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
October 2021 - Present · 5 yrs
LPL Financial LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
February 2011 - October 2021 · 10 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2011 - October 2021 · 10 yrs 8 mos
Morgan Keegan & Company, INC.
August 2008 - February 2011 · 2 yrs 6 mos
Morgan Keegan & Company, INC.Broker
April 2008 - February 2011 · 2 yrs 10 mos
State Registrations35 states
ALARAZCACODCFLGAIAILINKYLAMAMIMNMOMSNCNENJNMNVNYOHOKPASCTNTXUTVAWAWIWY
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.
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