LS
Lindsey D. Sharpe
BOYCE & ASSOCIATES WEALTH CONSULTING
Cedar Park, TX 78613
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CRD#: 5273386
LS
Professional summary
Lindsey Dale Sharpe, who also goes by Lindsey Dale Cockerell, Lindsey Dale Sharpe, is a registered financial advisor currently at BOYCE & ASSOCIATES WEALTH CONSULTING, INC. located in Cedar Park, Texas.
Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lindsey has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lindsey Dale Cockerell | Lindsey Dale Sharpe
Other business activities
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.
Modere Type of business: Natural skin care products Springville, UT Start date: 9/18/2017 social marketer Hours per week: 0 Hours during trading: 0 Buy products for myself and family only. Name: BKA Wealth Consulting, Inc.- Cedar Park, Texas Business type: RIA Duties: Investment Adviser Rep, insurance sales- acting in a non-investment related capacity Start date: August 15, 2018 Hours per month selling insurance: 5 Hours per month selling insurance during securities trading hours: 5 Name: Imagine College Consulting- Cedar Park, Texas Business Type: Student counseling, non-investment related Duties: Volunteer- Provides educational and vocational advice to high school and college students Start date: August 16, 2018 Hours per month: 20 Hours per month during securities trading hours: 10
CRS (Client Relationship Summary) - RIA
Click below to view Lindsey Dale Sharpe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 15, 2018 - Present
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
Office #1: 3109 Kenai Dr. Ste 107, Cedar Park, TX 78613RIA
CRD#: 288157
Cedar Park, TX
Past
October 6, 2014 - August 22, 2018
EDWARD JONES
RIA
CRD#: 250
LIBERTY HILL, TX
Past
September 9, 2014 - August 22, 2018
EDWARD JONES
BD
CRD#: 250
LIBERTY HILL, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
B&
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.
CRD#: 288157 / SEC#: 801-121446
RIA
Registered Investment Advisory firm - (6/10/2021 Approved)California
Registered Investment Advisory firm - (9/3/2020 Terminated)Idaho
Registered Investment Advisory firm - (6/11/2021 Terminated)Texas
Registered Investment Advisory firm - (6/11/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/15/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
B&
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.
CRD#: 288157 / SEC#: 801-121446
RIA
Registered Investment Advisory firm - (6/10/2021 Approved)California
Registered Investment Advisory firm - (9/3/2020 Terminated)Idaho
Registered Investment Advisory firm - (6/11/2021 Terminated)Texas
Registered Investment Advisory firm - (6/11/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3109 Kenai Dr. Ste 107, Cedar Park, TX 78613
Mailing Address
Phone number
(512) 522-4838
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 760 |
| AUM (Assets Under Management) | $ 194,299,434 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
