Lindsay Terril 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lindsay Edwards
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
OPAL ADVISORY LLC
Contact Information
Main Address
1914 Third Ave. North Unit C-1, Birmingham, AL 35203Phone Number
(334) 425-4166# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
9AUM (Assets Under Management)
$59,461,774Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/05/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/1/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Sep 2011About the Series 79 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lindsay Terril Edwards's CRS (Customer Relationship Summary).
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