Hannah E. Lindsey
Professional summary
Hannah Elizabeth Lindsey is a registered financial advisor currently at ABOUND WEALTH MANAGEMENT, LLC located in Franklin, Tennessee.
Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Hannah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Elizabeth Lindsey's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 22, 2021 - Present
ABOUND WEALTH MANAGEMENT, LLC
Office #1: 317 Main Street Suite 201, Franklin, TN 37064Primary Firm SEC Registration
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/22/2021)
Current Firm
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,104 |
| AUM (Assets Under Management) | $ 1,391,082,443 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 12/14/2023 | ||
| 01/30/2023 |
Red Flags
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