BM
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Advisor Information
Office location
516 North Tryon Street, Suite 200, Charlotte, NC, 28202
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Indexperts, LLC
November 2024 - Present · 1 yr 2 mos
Linden Thomas Advisory Services, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Linden Thomas Advisory Services, LLC
December 2019 - May 2024 · 4 yrs 5 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.