Lindsey
Cooksen
Cooksen Wealth, LLC
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About this Advisor
Lindsey Cooksen is a financial advisor based in Spring, Texas, working with Cooksen Wealth, LLC. Lindsey has previously held positions at Morgan Stanley Private Wealth Management and Cooksen Wealth, LLC. Lindsey has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, and Texas. Currently, Lindsey is part of Cooksen Wealth, LLC, which operates out of Spring, Texas. The firm has 3 employees and manages assets totaling $141.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Cooksen Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cooksen Wealth, LLC Brokerage Details
$141,943,962
3
320
$443,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lindsey Cooksen Work History
Cooksen Wealth, LLC
Morgan Stanley Private Wealth Management
Disclosures
Please visit the SEC profile of Lindsey Cooksen 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 Cooksen Wealth, LLC
Spring, TX
Denver, CO
Spring, TX
Tamarac, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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