Unclaimed Profile

Lindsey E Allard

BEIRNE WEALTH CONSULTING SERVICES, LLC·SHELTON, Connecticut

Series 7, Series 66Clean record18 years registeredBEIRNE 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 · 18 years registered

Brand Profile

Not yet started

Career History

BEIRNE.

Jan 2016 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2007 – Jan 2012

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 20, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEIRNE WEALTH CONSULTING SERVICES, LLC

CRD 167103 · SEC 801-77726

AUM

$1.1B

Regulatory assets under management

Employees

1,136 client accounts

Services offered by BEIRNE WEALTH CONSULTING SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC →

Introduction

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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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