LB
LB

Lindsey Burnside

3 Years of Experience
Independence, MO
Broker

Lindsey Burnside is a registered investment advisor at Cetera Investment Advisers LLC, based in Independence, MO, with 3 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

14810 E 42nd St S, Independence, MO, 64055

Get directions

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.

Learn about disclosures →
Other Business Activities

Lindsey works as a registered assistant for Evans and Steele Financial, dedicating full-time hours to this role. Lindsey also owns Burnside & Associates (S-Corp), spending minimal time on banking, taxes, and S-Corp planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 6 mos
Cetera Advisors LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Wealth, INC.
January 2024 - November 2024 · 10 mos
Osaic Wealth, INC.Broker
January 2024 - November 2024 · 10 mos
Woodbury Financial Services, INC.
January 2024 - January 2024 · 0 mos
Woodbury Financial Services, INC.Broker
June 2022 - January 2024 · 1 yr 7 mos
State Registrations5 states
KSMONCOKSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.