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Lyndsay Jenifer Westwood

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC·ORLANDO, Florida
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4700 MILLENIA BOULEVARD, ORLANDO, FL 32839CRD# 6832576Firm CRD# 289142
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About

Lyndsay Jenifer Westwood is a registered financial advisor based in ORLANDO, Florida, affiliated with BLACKTOWER FINANCIAL MANAGEMENT (US) LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
AUM
$183M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at BLACKTOWER FINANCIAL MANAGEMENT (US) LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS
Regulatory
SEC/IARD CRD# 6832576
Firm CRD# 289142
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lyndsay Jenifer Westwood offer?
Lyndsay Jenifer Westwood specializes in Financial Planning, Investment Management. Contact their office in ORLANDO, Florida for a consultation.
What are Lyndsay Jenifer Westwood's credentials?
Lyndsay Jenifer Westwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lyndsay Jenifer Westwood located?
Lyndsay Jenifer Westwood is based in ORLANDO, Florida, working with BLACKTOWER FINANCIAL MANAGEMENT (US) LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Lyndsay Jenifer Westwood charge for services?
Lyndsay Jenifer Westwood's firm is compensated through percentage of aum, subscription fees, other: percentage of retirement plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLACKTOWER FINANCIAL MANAGEMENT (US) LLC?
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC has approximately 31 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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