Lindsey Andrew (CRD# 7586008) is an Investment Advisor Representative working at Mccurdy Investments, LLC in Sturbridge, MA and has 1 year of experience in the finance industry.
CRD# 2931681
Lpl Financial LLC
CRD# 4385290
Lpl Financial LLC
CRD# 4441672
Bolton Global Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mccurdy Investments, LLC | Sturbridge, MA | Jun 2022 - Current | 1 |
| The Dance Place Studio | Worcester, MA | Sep 2008 - Jun 2022 | 13 |
| Fairlife, Inc. | Auburn, MA | Sep 2017 - May 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$113,479
- 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
- Other
MA
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