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LH

Lindsay M. High

FEFA FINANCIAL
Covington, KY
Some features on this profile are disabled
CRD#: 7517222
LH

Professional summary

Lindsay Morgan High, who also goes by Morgan High, is a registered financial advisor currently at FEFA FINANCIAL located in Covington, Kentucky.

Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lindsay has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Morgan High

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.
I am an agent of FEFA Advisors LLC, a licensed insurance agency. I receive a commission on any insurance products I sell through them.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Morgan High's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 31, 2023 - Present

FEFA FINANCIAL

RIA
CRD#: 324833
Covington, KY
Past

March 14, 2022 - February 19, 2024

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
St Louis, MO

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".
FF
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL

CRD#: 324833 / SEC#: 801-127960

RIA
Registered Investment Advisory firm - (5/11/2023 Approved)

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
Kentucky
(12/4/2024)
IAR
Texas
(5/31/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2022
Uniform Investment Adviser Law Examination

Current Firm

FF
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL

CRD#: 324833 / SEC#: 801-127960

RIA
Registered Investment Advisory firm - (5/11/2023 Approved)
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Contact information

Main Address
530 Vance Road, Saint Louis, MO 63088
Mailing Address
Phone number
(314) 530-0500
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - VCI WEALTH MANAGEMENT LLC (2/21/2025)
WRAP FEE BROCHURE- VCI WEALTH MANAGEMENT LLC (2/21/2025)

Regulatory assets under management

Total Number of Accounts3,203
AUM (Assets Under Management)$ 294,753,665

Red Flags

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.

Company Information

FEFA FINANCIAL

CRD#: 324833Covington, KY

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