Lindsay Michelle Stuart
CFP®Professional Summary
Lindsay Michelle Stuart, CFP®, who also goes by Lindsay Michelle Furches, Lindsay Michelle Stuart, is a registered financial advisor currently at EQUITYFTW located in Portland, Oregon. Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lindsay has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lindsay Michelle Furches, Lindsay Michelle Stuart
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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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
EQUITY FOR THE WIN LLC | EQUITYFTW
Contact Information
Main Address
Morgan Hill, CAMailing Address
5706 Cahalan Avenue #23393, San Jose, CA 95123Phone Number
(408) 550-6132# of Employees
4Documents
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/30/2026)
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 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2015About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jun 2015About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lindsay Michelle Stuart's CRS (Customer Relationship Summary).
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