JL

Jeffrey Lindsey

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
1,038 clients
Average Client Portfolio
$182K average
Assets Under Management
$188.7M

Fee Structure

Financial Plan Fee:$500 - $10,000

Resolute Capital charges an annual portfolio management fee based on a percentage of assets under management, ranging up to 1.40%. Financial planning services are offered for a fixed fee ranging from $500 to $10,000, depending on complexity. Fees may be negotiated. Insurance commissions are earned separately by financial professionals.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

420 E. Park Ave, Greenville, SC, 29611

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Regulatory 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.

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Employment History
Current Registrations
Resolute Capital, LLC
July 2025 - Present · 6 mos
Previous Registrations
Equitable Advisors, LLC
July 2024 - July 2025 · 1 yr
Equitable Advisors, LLC Broker
July 2024 - July 2025 · 1 yr
Wells Fargo Securities, LLCBroker
May 2023 - July 2024 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
March 2022 - August 2022 · 5 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Jeffrey Lindsey - Financial Advisor | AdvisorDiscover