Unclaimed Profile

Lindsey E Allard

BEIRNE WEALTH CONSULTING SERVICES, LLC·SHELTON, Connecticut

Clean recordBEIRNE WEALTH CONSULTING SERVICES, LLC

3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 5035699Firm CRD# 167103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lindsey E Allard · SHELTON, CT

Registration

CRD #5035699 · BEIRNE WEALTH CONSULTING SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lindsey E Allard is a registered financial advisor based in SHELTON, Connecticut, affiliated with BEIRNE WEALTH CONSULTING SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BEIRNE WEALTH CONSULTING SERVICES, LLC

BEIRNE.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5035699

Firm CRD# 167103

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lindsey E Allard offer?

Lindsey E Allard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.

What are Lindsey E Allard's credentials?

Lindsey E Allard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsey E Allard located?

Lindsey E Allard is based in SHELTON, Connecticut, working with BEIRNE WEALTH CONSULTING SERVICES, LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does Lindsey E Allard charge for services?

Lindsey E Allard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEIRNE WEALTH CONSULTING SERVICES, LLC?

BEIRNE WEALTH CONSULTING SERVICES, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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