Lindsey L. Turner

FREEDOM WEALTH COACHING

Atlanta, GA 30339

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CRD#: 7749778

Professional summary

Lindsey Lombardo Turner is a registered financial advisor currently at FREEDOM WEALTH COACHING, LLC located in Atlanta, Georgia.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lindsey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Lombardo Turner'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®

None

Experience

Current

April 3, 2025 - Present

FREEDOM WEALTH COACHING, LLC

Office #1: 3100 Interstate North Circle Southeast Suite 200, Atlanta, GA 30339

RIA

CRD#: 324178

Atlanta, GA

Past

February 26, 2024 - April 1, 2025

MATHIES FINANCIAL PARTNERS

RIA

CRD#: 150079

Marietta, GA

Past

June 2, 2023 - February 27, 2024

FREEDOM WEALTH COACHING, LLC

RIA

CRD#: 324178

WOODSTOCK, GA

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

Georgia
(4/3/2025)

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

State Security Law Exam

IAR

Series 65

Date: 5/22/2023

Uniform Investment Adviser Law Examination

Current Firm

FREEDOM WEALTH COACHING, LLC

FREEDOM WEALTH COACHING, LLC | PURPOSEFUL FINANCIAL COACHING, LLC

CRD#: 324178 / SEC#:

Alabama

Registered Investment Advisory firm - (5/1/2023 Approved)

Florida

Registered Investment Advisory firm - (6/21/2023 Approved)

Georgia

Registered Investment Advisory firm - (3/6/2023 Approved)

Texas

Registered Investment Advisory firm - (8/22/2023 Approved)

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Contact information

Main Address

233 Arnold Mill Road Suite 300, Woodstock, GA 30188

Mailing Address

Po Box 177, Lebanon, GA 30146

Phone number

(678) 383-4811

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lindsey L. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Lombardo Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM WEALTH COACHING, LLC

MATHIES FINANCIAL PARTNERS

FREEDOM WEALTH COACHING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/2023

Current Firm

FREEDOM WEALTH COACHING, LLC

Contact information

Documents

Red Flags

Company Information

FREEDOM WEALTH COACHING, LLC

TRUST BUT VERIFY

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