Russell
Lindsay
Canopy 360 Wealth, LLC
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About this Advisor
Russell Lindsay is a financial advisor based in Ocala, Florida, working with Canopy 360 Wealth, LLC. Russell has previously held positions at Lindsay Financial Services Llp, Real Investment Holdings, LLC, Andrew J Semesco Foundation Inc, Rim Securities LLC, Symphonic Financial Advisors LLC, and Canopy 360 Wealth, LLC. Russell has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Russell is part of Canopy 360 Wealth, LLC, which operates out of Ocala, Florida. The firm has 9 employees and manages assets totaling $260.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Canopy 360 Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Canopy 360 Wealth, LLC Brokerage Details
$260,628,490
9
772
$337,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Russell Lindsay Work History
Canopy 360 Wealth, LLC
Lindsay Financial Services Llp
Real Investment Holdings, LLC
Andrew J Semesco Foundation Inc
Rim Securities LLC
Symphonic Financial Advisors LLC
Disclosures
Please visit the SEC profile of Russell Lindsay 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 Canopy 360 Wealth, LLC
Ocala, FL
Ocala, FL
Ocala, FL
Ocala, FL
Ocala, FL
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