Douglas Lindsey is a CFP-designated registered investment advisor at Farther, based in Albuquerque, NM, with 13 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
316 Osuna Rd NE, Building #2, Albuquerque, NM, 87107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is an instructor at the Osher Lifelong Learning Institute at UNM, teaching classes on topics such as Social Security, Medicare, cybersecurity, and tax-planning since 2015. This activity requires minimal time.
Employment History
Current Registrations
Farther
Previous Registrations
The H Group, INC.
Mgm LLC
State Registrations2 states
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