Lindsay Strange is a CFP-designated registered investment advisor, based in Tyler, TX, with 13 years of industry experience.
Location
3300 South Broadway Avenue, Suite 108, Tyler, TX, 75701
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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.
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Lindsay is the owner of Shiloh Private Wealth, LLC, which is her LLC for affiliation with RJFS. This takes about half of Lindsay's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Edward Jones
June 2014 - June 2023 · 9 yrs
Edward JonesBroker
June 2014 - June 2023 · 9 yrs
Fidelity Investments Institutional Services Company, INC.Broker
June 2013 - June 2014 · 1 yr
Ameriprise Financial Services, INC.
January 2013 - April 2013 · 3 mos
Ameriprise Financial Services, INC.Broker
January 2013 - April 2013 · 3 mos
Woodbury Financial Services, INC.Broker
January 2012 - October 2012 · 9 mos
State Registrations18 states
AKARAZCACOFLGAILMAMNMONVOHOKPRTXWAWY
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.