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Jeff Lindsay
Gestore di Portafoglio-Azioni presso Peterson Wealth Advisors LLC
Profilo
Mr. Jeffrey D.
Lindsay is a Partner & Senior Advisor at Peterson Wealth Advisors LLC.
He joined the firm in 2013 as an Advisor and helps with the management of clients and investment portfolios.
Mr. Lindsay graduated from Utah State University with a Bachelor’s degree in finance.
In 2009, he earned the Chartered Retirement Planning Counselor (CRPC) designation.
Posizioni attive di Jeff Lindsay
Società | Posizione | Inizio |
---|---|---|
Peterson Wealth Advisors LLC
![]() Peterson Wealth Advisors LLC Investment ManagersFinance Peterson Wealth Advisors LLC provides investment advice. The private company is based in Orem, UT. The company was founded in 2008 by Scott Martin Peterson. Scott Martin Peterson has been the CEO since 2008. | Gestore di Portafoglio-Azioni | 01/01/2013 |
Formazione di Jeff Lindsay
Utah State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Peterson Wealth Advisors LLC
![]() Peterson Wealth Advisors LLC Investment ManagersFinance Peterson Wealth Advisors LLC provides investment advice. The private company is based in Orem, UT. The company was founded in 2008 by Scott Martin Peterson. Scott Martin Peterson has been the CEO since 2008. | Finance |
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