Lindsey
Wilson
Sagespring Wealth Partners
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About this Advisor
Lindsey Wilson is a financial advisor based out of Frisco, Texas, with 4 years of relevant experience. Wilson is currently employed by Sagespring Wealth Partners. During their career, Wilson has held roles at Raymond James Financial Services, Inc, Delaney Irish Pub, Manring & Farrell Law, Quatman Law, Olive Garden, Southwestern Investment Advisory Services, Hart Wealth Team, Southwestern Investment Group and Sagespring Wealth Partners. Wilson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Sagespring Wealth Partners is a financial advisory company that has its headquarters in Franklin, TN. The company has offices in 13 locations and a total of 170 employees. It oversees $4 billion in assets across its 27,053 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 27,053 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services are based on which services the firm provides the client. However, fee types billed by Sagespring Wealth Partners may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$4,277,447,071
170
27,053
$158,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lindsey Wilson Work History
Lindsey has been registered as a financial advisor for 4 years.*
Sagespring Wealth Partners
Hart Wealth Team
Raymond James Financial Services, Inc
Delaney Irish Pub
Southwestern Investment Advisory Services
Southwestern Investment Group
Southwestern Investment Advisory Services
Raymond James Financial Services, Inc
Manring & Farrell Law
Quatman Law
Raymond James Financial Services, Inc
Olive Garden
*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 Wilson 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 Sagespring Wealth Partners
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Birmingham, AL
Columbia, TN
Frisco, TX
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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