Lindsey Pate Gresham
Investment adviser representative at Balefire, LLC
11 yearsExperience
1 stateRegistered in
$2BFirm assets
12 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 assetsHourlyFixed or flat fee
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
11 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Balefire, LLCApr 2025 to now
- Csenge Advisory GroupJan 2023 to now
- Lion Street FinancialMay 2021 to now
- Kestra Investment Services, LLCApr 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MS).
Balefire, LLC
$2BAssets managed
1,864Clients
37Advisers
12 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
- 6548586
- Firm CRD
- 168733