Lindsay
Black
Pensionmark Financial Group, LLC
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About this Advisor
Lindsay Black is a financial advisor based in Tempe, Arizona, working with Pensionmark Financial Group, LLC. Lindsay has previously held positions at Wells Fargo Business Banking, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A, Mercer Global Advisors Inc, Pensionmark Financial Group, and Rowland Carmichael Advisors, Inc. Lindsay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Lindsay is part of Pensionmark Financial Group, LLC, which operates out of Tempe, Arizona. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lindsay Black Work History
Pensionmark Financial Group
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Rowland Carmichael Advisors, Inc
Wells Fargo Bank, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Business Banking
Disclosures
Please visit the SEC profile of Lindsay Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
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