Lindsey Orth is a registered investment advisor, based in Independence, OH, with 14 years of industry experience.
Location
6050 Oak Tree Blvd., Suite 100, Independence, OH, 44131
Get directionsHistory
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 the President of Prasad Wealth Partners, LLC, a registered investment advisor, dedicating full-time hours to this role. She also works full-time as an agent for Fixed Insurance and PKSF, both fixed insurance businesses.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Prasad Wealth Partners
Previous Registrations
Regulus Financial Group, LLCBroker
Fidelity Distributors Company LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations9 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.