JL
JL

Jeffrey Lindsey

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
1,038 clients
Average Client Portfolio
$182K average
Assets Under Management
$188.7M

Fee Structure

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Location

420 E. Park Ave, Greenville, SC, 29611

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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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Employment History
Current Registrations
Resolute Capital, LLC
July 2025 - Present · 7 mos
Previous Registrations
Equitable Advisors, LLC
July 2024 - July 2025 · 1 yr
Equitable Advisors, LLCBroker
July 2024 - July 2025 · 1 yr
Wells Fargo Securities, LLCBroker
May 2023 - July 2024 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
March 2022 - August 2022 · 5 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.