Lindsay Desmond Strattan
Investment adviser representative at Homage Wealth Group LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$366.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Homage Wealth Group LLCFeb 2026 to now
- Truist Advisory Services, IncJul 2021 to Jan 2026
- Bbva Compass Insurance Agency, Inc.Feb 2012 to Jun 2021
- Bbva Wealth Solutions Inc.Jul 2010 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Homage Wealth Group LLC
$366.2MAssets managed
4Clients
2Advisers
Under 1 yearIn 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
- 6001681
- Firm CRD
- 340589