Lindsey Boriack
Lindsey Boriack is a registered investment advisor at Cetera Investment Advisers LLC, based in Giddings, TX, with 5 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
Firm Size
IM Fee
Assets Under Management
Location
321 N. Main Street, Giddings, TX, 78942
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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 is a director at Boriack Custom Designs, LLC, handling bookkeeping tasks for her husband's business, dedicating minimal time. She also works as a New Accounts Specialist for both Alliance Wealth Texas, LLC and Gersch Wealth Partners, LLC, spending nearly full-time hours on each, assisting with account paperwork, transfers, and changes, including some insurance and annuity paperwork.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Investors Brokerage of Texas, LTD.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.