Hannah
Lindsey
Abound Wealth Management, LLC
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About this Advisor
Hannah Lindsey is a certified financial planner based in Franklin, Tennessee with 2 years of industry experience. Lindsey currently works for Abound Wealth Management, LLC. Their career trajectory has included roles at Abound Wealth Management, Western Kentucky University, Argi Financial Services, Southland Pool, Bowling Green High School, English, Lucas, Priest & Owsley, Wku Raymond B. Preston Health And Activities Center, Alpha Omicron Pi Fraternity and Griff'S Deli. Lindsey holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Tennessee. Abound Wealth Management, LLC is a business operating out of Franklin, TN. It handles $787 million in total assets among its 3,026 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,026 accounts, 49% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Abound Wealth Management, LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Financial management fees largely depend on the financial services provided. Fees billed by Abound Wealth Management, LLC can be comprised of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abound Wealth Management, LLC Brokerage Details
$787,153,136
26
3,026
$260,130
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Hannah Lindsey Work History
Hannah has been registered as a financial advisor for 2 years.*
Abound Wealth Management
Abound Wealth Management
Argi Financial Services
English, Lucas, Priest & Owsley
Wku Raymond B. Preston Health And Activities Center
Alpha Omicron Pi Fraternity
Western Kentucky University
Southland Pool
Alpha Omicron Pi Fraternity
Griff'S Deli
Bowling Green 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 Hannah Lindsey 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 Abound Wealth Management, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
