Jeff Lindsay
Portefeuillebeheerder-Aandelen bij Peterson Wealth Advisors LLC
Profiel
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.
Actieve functies van Jeff Lindsay
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2013 |
Opleiding van Jeff Lindsay
| Utah State University | Undergraduate Degree |
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| Bedrijven in privébezit | 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 |
