Lindsey
Vardi
Aspect Partners, LLC
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About this Advisor
Lindsey Vardi is a financial advisor working in Fairfax, Virginia who has 1 year of relevant experience. Vardi works at Aspect Partners, LLC. Throughout their career, Vardi has worked at Lincoln Financial Advisors Corporation, Wells Fargo Advisors Financial Network, LLC, Private Client Services, Aspect Partners, LLC and Almanack Investment Partners, LLC. Vardi has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Aspect Partners, LLC is a firm that has its headquarters in Fairfax, VA. It has a total of eight financial advisors. It handles $292 million in assets across its 855 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 855 accounts, 21% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Aspect Partners, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services provided. However, fees charged by Aspect Partners, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspect Partners, LLC Brokerage Details
$291,521,951
8
855
$340,961
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lindsey Vardi Work History
Lindsey has been registered as a financial advisor for 1 years.*
Aspect Partners, LLC
Private Client Services
Almanack Investment Partners, LLC
Wells Fargo Advisors Financial Network, LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
*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 Vardi 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 Aspect Partners, LLC
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
Fairfax, VA
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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