Lindsay
Wales
Buckingham Strategic Partners, LLC
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About this Advisor
Lindsay Wales is a financial advisor based in Saint Louis, Missouri, working with Buckingham Strategic Partners, LLC. Lindsay has previously held positions at Wells Fargo Clearing Services LLC, Wells Fargo Dealer Services, Wells Fargo Bank, N.A, University Of North Texas, and Buckingham Strategic Wealth, LLC. Lindsay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Lindsay is part of Buckingham Strategic Partners, LLC, which operates out of Saint Louis, Missouri. The firm has 645 employees and manages assets totaling $27.2 billion. The firm 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 investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Buckingham Strategic Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Partners, LLC Brokerage Details
$27,226,350,403
645
81,196
$335,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Lindsay Wales Work History
Buckingham Strategic Wealth, LLC
Wells Fargo Clearing Services LLC
Wells Fargo Dealer Services
Wells Fargo Dealer Services
Wells Fargo Bank, N.A
University Of North Texas
Disclosures
Please visit the SEC profile of Lindsay Wales 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 Buckingham Strategic Partners, LLC
Saint Louis, MO
Lookout Mountain, TN
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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