Lindsey
Egan

Efs Advisors

CRD#5805453
Investment Advisor
in Eugene, OR

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About this Advisor

Lindsey Egan is a financial advisor based out of Eugene, Oregon with a total of 3 years of industry experience. Egan is on the advisory team at Efs Advisors. Their career trajectory has included roles at Capital Street Financial Services, Inc, Ing Financial Partners, Inc, Cambridge Investment Research, Inc, Ringside Fish House, Finity Group, LLC, First Republic Investment Management, Inc, First Republic Securities Company, LLC, Women Who Explore and Efs Advisors. Egan maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oregon. Efs Advisors is a registered investment business that has its headquarters in Cambridge, MN. The firm has offices in 31 locations and a total of 55 advisors. It oversees $2 billion in assets across its 26,921 customer accounts, making it one of the largest firms in the country by assets under management. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fee schedules largely vary depending on which service is offered. However, fees charged by Efs Advisors most likely consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Eugene, OR

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Efs Advisors Brokerage Details

Total Assets Under Management

$1,715,092,035

OR Average: $5,289,111,388
Total Number of Employees

55

OR Average: 157
Total Number of Accounts

26,921

OR Average: 8,262
Average Account Size

$63,708

OR Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Lindsey Egan Work History

Lindsey has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Efs Advisors

2017 - Present (7 years)

Women Who Explore

2016 - 2016 (< 1 year)

Cambridge Investment Research, Inc

2016 - 2019 (3 years)

First Republic Investment Management, Inc

2016 - 2019 (3 years)

First Republic Securities Company, LLC

2015 - 2016 (1 year)

Finity Group, LLC

2014 - 2015 (1 year)

Ringside Fish House

2013 - 2014 (1 year)

Ing Financial Partners, Inc

2012 - 2014 (2 years)

Capital Street Financial Services, Inc

*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 Lindsey Egan 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 Efs Advisors

Jay Higgins
Cambridge, MN
Michael Erickson
Eden Prairie, MN
Samuel Mazuk
Mount Vernon, IA
Adellmarie Hargreaves
Maple Grove, MN
Zachary Wright
Cambridge, MN
Alex Rootes
Minneapolis, MN
Christopher Williams
Eagle Lake, MN
Steven Liebzeit
Cambridge, MN

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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