Weston
Lindemann
Burlington Alliance Capital Management, LLC
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About this Advisor
Weston Lindemann is a financial advisor who works out of Burlington, North Carolina with 1 year of relevant experience. Lindemann is on the advisory team at Burlington Alliance Capital Management, LLC. Their career trajectory has included roles at Burlington Alliance Capital Management, LLC, Irby Group, LLC, City Of Meridian, Terra Strategies, Chism Strategies, Student - High School, John O'Neil Johnson Toyota, Millsaps College, Travel & Leisure Co and The Hope Center. Lindemann has a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Louisiana. Burlington Alliance Capital Management, LLC is a business operating out of Burlington, NC. The firm has offices in 17 locations and a total of 18 employees. It oversees $129 million in total assets across its 1,081 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,081 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Burlington Alliance Capital Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Burlington Alliance Capital Management, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burlington Alliance Capital Management, LLC Brokerage Details
$128,865,287
18
1,081
$119,209
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Weston Lindemann Work History
Weston has been registered as a financial advisor for 1 years.*
Burlington Alliance Capital Management, LLC
The Hope Center
Travel & Leisure Co
Irby Group, LLC
City Of Meridian
John O'Neil Johnson Toyota
Terra Strategies
Chism Strategies
Millsaps College
Student - High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Weston Lindemann 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 Burlington Alliance Capital Management, LLC
Myrtle Beach, SC
Williamston, SC
Burlington, NC
Sarasota, FL
Salem, MO
Saint Petersburg, FL
Burlington, NC
Burlington, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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