Kristin
Lindsay
Verus Financial Partners
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About this Advisor
Kristin Lindsay is a certified financial planner working in Richmond, Virginia who has 3 years of relevant experience. Lindsay is on the advisory team at Verus Financial Partners. Over the course of their career, Lindsay has held roles at Verus Financial Partners, Glenvar High School and Virginia Tech. Lindsay holds a Series 65 license, certifying them as an investment advisor representative, and can work in Virginia. Verus Financial Partners is an advisory company based in Richmond, VA. It handles $837 million in assets under management among its 1,925 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,925 customer accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets available to invest. Verus Financial Partners offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fees charged by Verus Financial Partners likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verus Financial Partners Brokerage Details
$837,027,897
17
1,925
$434,820
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristin Lindsay Work History
Kristin has been registered as a financial advisor for 3 years.*
Verus Financial Partners
Virginia Tech
Glenvar 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 Kristin Lindsay 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 Verus Financial Partners
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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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.
