Lindsay Theodore is a registered investment advisor, based in Owings Mills, MD, with 18 years of industry experience.
Location
Four Financial Center, 4525 Painters Mill Road, Owings Mills, MD, 21117
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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.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
January 2017 - Present · 9 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
January 2017 - Present · 9 yrs 4 mos
T. Rowe Price Investment Services, INC.
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Strategic Advisers, INC.
May 2013 - January 2017 · 3 yrs 8 mos
Fidelity Brokerage Services LLCBroker
April 2012 - January 2017 · 4 yrs 9 mos
T. Rowe Price Advisory Services, INC.
April 2010 - April 2012 · 2 yrs
T. Rowe Price Investment Services, INC.Broker
July 2008 - April 2012 · 3 yrs 9 mos
Wachovia Securities, LLCBroker
August 2007 - May 2008 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.