Lindsey Gresham (CRD# 6548586) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Ridgeland, MS and has 1 year of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csenge Advisory Group | Largo, FL | Jan 2023 - Current | 1 |
| Lion Street Financial | Ridgeland, MS | May 2021 - Current | 3 |
| Kestra Investment Services, LLC | Ridgeland, MS | Apr 2015 - May 2021 | 6 |
| Friends Of Children's Hospital | Flowood, MS | Oct 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MS
-
Total Assets Under Management2,753MILLIONS
-
Total Number of Accounts14,675ACCOUNTS
-
Average Account Value$187,594
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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