Lindsay Bennear (CRD# 5544506) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 9 years of experience in the finance industry.
CRD# 3072406
Truist Advisory Services, Inc.
CRD# 6131335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2395434
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Johnstown, PA | Feb 2016 - Current | 8 |
| Avantax Insurance Agency, LLC | Johnstown, PA | Oct 2015 - Current | 8 |
| Avantax Investment Services, Inc. | Johnstown, PA | Mar 2014 - Current | 10 |
| Samuel Carpenter | Johnstown, PA | Nov 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
- PA
-
Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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