LW
CFP · ChFC
LW
CFP · ChFC

Lindsay Wilcox

5 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
455 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$4.5B

Fee Structure

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Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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History

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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Other Business ActivitiesSells Insurance

Lindsay is an insurance agent since February 2023. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Waldron Private Wealth
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2020 - May 2021 · 1 yr
Wells Fargo Clearing Services, LLCBroker
May 2020 - May 2021 · 1 yr
UBS Financial Services INC.
February 2020 - May 2020 · 3 mos
UBS Financial Services INC.Broker
January 2020 - May 2020 · 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.