Lindsey Charles
Investment adviser representative at Greenwood Gearhart, LLC
12 yearsExperience
1 stateRegistered in
$2BFirm assets
44 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Greenwood Gearhart, Inc.Oct 2024 to now
- Boston Mountain Money ManagementMay 2020 to Sep 2024
- WalmartOct 2014 to May 2020
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Greenwood Gearhart, LLC
$2BAssets managed
1,101Clients
21Advisers
44 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
- 7282565
- Firm CRD
- 110379