Lindsay Young is a registered investment advisor at Osaic Wealth, INC., based in Tuscaloosa, AL, with 13 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1215 Veterans Memorial Parkway, Tuscaloosa, AL, 35404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lindsay operates under two DBAs for her LPL business: Alabama One Wealth Advisory and Alabama Rural Electric Wealth Advisory, dedicating full-time hours to these investment-related activities. Additionally, Lindsay works as a travel advisor for Fantastical Vacations LLC, spending about 10-20% of her time planning vacations and researching destinations.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
PNC Investments
PNC InvestmentsBroker
PFS Investments INC.Broker
State Registrations3 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.