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Lindsay Anne Youngbauer

WOODMONT INVESTMENT COUNSEL, LLC·NASHVILLE, Tennessee
Clean record6 years registeredWOODMONT INVESTMENT COUNSEL, LLC
3825 BEDFORD AVE, NASHVILLE, TN 37215CRD# 7181584Firm CRD# 109779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsay Anne Youngbauer · NASHVILLE, TN
Registration
CRD #7181584 · WOODMONT INVESTMENT COUNSEL, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

WOODMONT INVESTMENT COUNSEL, LLC
Nov 2019 – present
02

Registrations & Exams

Registration record
First registered · November 13, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOODMONT INVESTMENT COUNSEL, LLC
CRD 109779 · SEC 801-57961
AUM
$1.4B
Regulatory assets under management
Employees
11
1,299 client accounts
Services offered by WOODMONT INVESTMENT COUNSEL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOODMONT INVESTMENT COUNSEL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lindsay Anne Youngbauer offer?
Lindsay Anne Youngbauer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Lindsay Anne Youngbauer's credentials?
Lindsay Anne Youngbauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsay Anne Youngbauer located?
Lindsay Anne Youngbauer is based in NASHVILLE, Tennessee, working with WOODMONT INVESTMENT COUNSEL, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Lindsay Anne Youngbauer charge for services?
Lindsay Anne Youngbauer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODMONT INVESTMENT COUNSEL, LLC?
WOODMONT INVESTMENT COUNSEL, LLC has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOODMONT INVESTMENT COUNSEL, LLC

James Conner
NASHVILLE, TN
David Christopher Wells
NASHVILLE, TN
Paul Hubert Kuhn
NASHVILLE, TN
Stephen Adler Frohsin
NASHVILLE, TN
Will E Settle
NASHVILLE, TN
Carolyn Grace Bennett
NASHVILLE, TN

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Research
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