Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
602 North Front Street, Wormleysburg, PA, 17043
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lindsay works full-time as a Registered Investment Advisor (RIA) at Stonebridge Financial Group. She also works a few hours per week as a licensed administrator selling financial products and dedicates minimal time volunteering on committees for the Ronald McDonald House of Central PA.