Lindsay T. Edwards
Professional summary
Lindsay Terril Edwards, who also goes by Lindsay Edwards, is a registered financial advisor currently at OPAL ADVISORY LLC located in Birmingham, Alabama.
Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lindsay has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lindsay Terril Edwards's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2021 - Present
OPAL ADVISORY LLC
Office #1: 1914 Third Ave. North Unit C-1, Birmingham, AL 35203March 14, 2016 - February 9, 2018
J.P. MORGAN SECURITIES LLC
September 7, 2011 - August 13, 2015
GOLDMAN SACHS & CO. LLC
September 25, 2000 - August 7, 2002
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2021)
Exams
Current Firm
OPAL ADVISORY LLC
CRD#: 306042 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 40,684,098 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/05/2025 |
Red Flags
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Company Information
OPAL ADVISORY LLC
CRD#: 306042Birmingham, AL 35203TRUST BUT VERIFY
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