Lindsey Cotter (CRD# 6914972) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Murfreesboro, TN and has over 6 years of experience in the finance industry.
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 4767570
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Retirement Income Solutions, LLC | Murfreesboro, TN | Feb 2018 - Current | 6 |
Sound Income Strategies LLC | Fort Lauderdale, FL | Feb 2018 - Current | 6 |
Lmc Insurance LLC | Ontario, OH | Jun 2016 - Jun 2021 | 5 |
Lindsey Cotter | Ontario, OH | Feb 2014 - Jun 2021 | 7 |
Grohio Community Credit Untion | Mansfield, OH | Mar 2012 - Apr 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- AL
- TN
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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