Lindsey Egan
Investment adviser representative at Efs Advisors
10 yearsExperience
1 stateRegistered in
$2.4BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Efs AdvisorsDec 2019 to now
- Women Who ExploreNov 2017 to now
- First Republic Investment Management, Inc.Apr 2016 to Mar 2019
- First Republic Securities Company, LLCApr 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OR).
Efs Advisors
Legal name: Efs Advisors LLC
$2.4BAssets managed
21,701Clients
38Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5805453
- Firm CRD
- 115211