Shae Saxton (CRD# 7408424) is an Investment Advisor Representative working at Lakeridge Wealth Management LLC in Mentor, OH and has 1 year of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 1949220
Tyler-stone Wealth Management, LLC
CRD# 5062672
Lincoln Investment
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services, LLC | Albuquerque, NM | May 2023 - Current | 1 |
Lakeridge Wealth Management LLC | Albuquerque, NM | May 2023 - Current | 1 |
Fidelity Investments | Salt Lake City, UT | Sep 2022 - Apr 2023 | < 1 |
Brigham Young University | Rexburg, ID | Jan 2017 - Sep 2022 | 5 |
Flandermeyer Financial, LLC | Albuquerque, NM | Jul 2021 - Aug 2022 | 1 |
Aptive Enviromental LLC | Provo, UT | Jul 2017 - Sep 2021 | 4 |
Weedman | Rexburg, ID | Apr 2021 - May 2021 | < 1 |
Vivint Inc. | Provo, UT | Aug 2017 - Dec 2017 | < 1 |
Carpenter And Associates | Albuquerque, NM | Jan 2017 - Apr 2017 | < 1 |
N/a | Albuqerque, NM | Jan 2015 - Dec 2016 | 1 |
American Eagle Outfitters | West Des Moines, IA | Jun 2013 - Dec 2014 | 1 |
Waukee High School | Waukee, IA | Sep 2012 - Dec 2014 | 2 |
Northstar Senior Living | Redding, CA | Jun 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- NM
- TX
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Total Assets Under Management606MILLIONS
-
Total Number of Accounts2,369ACCOUNTS
-
Average Account Value$255,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MN, MO, NE, NH, NM, NY, OH, OK, TX
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