Lindsay Loignon is a registered investment advisor, based in Daniel Island, SC, with 14 years of industry experience.
Location
225 Seven Farms Dr, Ste 106, Daniel Island, SC, 29492
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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
Lindsay is an agent/broker for Commonwealth Financial Group, selling fixed insurance products since 2019 as opportunities arise. Lindsay is also an independent advocate for Green Compass, LLC, selling organic wellness products, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
Automated Trading Desk Financial Services, LLCBroker
State Registrations14 states
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.