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LC

Lyndsie Turner Curry

CRD# 7212163·Registered 2020 - 2020
Previously Registered: Being a previously registered professional could mean that Lyndsie is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Lyndsie Turner Curry, who also goes by Lyndsie Turner Currie, Lyndsie Michelle Turner, was a registered financial advisor. Lyndsie was a previously registered financial professional and started their career in finance 2020 - 2020. Lyndsie had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Lyndsie Turner Currie, Lyndsie Michelle Turner

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

7 years registered in the securities industry

Current & Past Employments

Past

STONEBRIDGE ADVISORS, LLCPast·CRD# 128217
RIA
Birmingham, AL
January 9, 2020 - November 11, 2020

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Current Firm

SA
STONEBRIDGE ADVISORS, LLC

CONRAD & BURNETT INVESTMENT ADVISORS,LLC | STONEBRIDGE ADVISORS, LLC

CRD#: 128217

Contact Information

Main Address

1800 Providence Park Suite 250, Birmingham, AL 35242

Documents

Latest Form ADV

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2019About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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